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Relationship Manager

LINK GROUP
Job LocationLeeds
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Lead and co-ordinate all activities for the retention and growth of our strategic clients through maintaining service excellence. The role/team has primary responsibility for the relationship with the clients and work collaboratively with all business units to ensure client satisfaction. The team/role is also responsible for facilitating change and the resulting costs and contract amendments. What youll be doing:

  • Manage the client portfolio through a net perspective ensuring profitable growth opportunities minimise any portfolio loss or re-pricing
  • Maintenance of a detailed Client Plan as the book of record to maintain history, corporate knowledge and to educate the business and maintain ongoing 18-month plan
  • Wide ranging engagement with colleagues in Fund Solutions and across the Group
  • Continuously broaden our connectivity across the clients business and across the C-suite to ensure we are viewed as a partner integral to their business model
  • Constantly explore and develop Fund Solutions upsell opportunities
  • Identify x-sell opportunities for Link Group where Fund Solutions has the lead relationship
  • Lead annual Strategic Relationship Review (SRR) process lining up executive team members from both organisations to review clients strategic plans and our response
  • Co-ordinate the client team approach ensuring full knowledge of all IM and client initiatives and issues
  • Hands on engagement in issue resolution as part of the escalation process beyond the day to day
  • Work closely with Client Services ensuring clients expectations are fully understood
  • Responsible for communicating relationship issues to senior management teams across Fund Solutions and leading our response to the client
  • Provides client feedback on product functionality and future trends to business heads
  • Negotiates fee agreements within agreed profitability parameters
  • Maintenance of all critical information including Salesforce, contact management and call reports
What were looking for:
  • Strong communicator both written and orally
  • Great interpersonal skills
  • Attention to detail
  • Ability to collaborate with people at all levels
  • Has developed and managed clients
  • Good working knowledge of;
  • Current UK funds legislation
  • Demonstrable knowledge of the role and responsibilities of the Authorised Corporate Director (ACD)
  • The obligations of the investment manager under the guidelines as outlined in the COLL sourcebook
  • Operational knowledge of fund administration to ensure clear understanding of the processes involved in the Transfer Agency and Fund Accounting departments
  • Relevant regulatory exams, such as IAQ, IMC
About Link Group / Fund Solutions:Our Funds Solutions division is a leading independent Authorised Fund Manager and provider of fund administration and transfer agency services. We leverage our specialist knowledge and technology to support traditional and alternative funds in UK, Ireland,Luxembourg and Australia, manage£100bn of assets with circa 500 people. With a focus on strong governance, regulatory expertise and risk management, our business helps to manage regulatory compliance for asset managers and investors. Our unique place in the market, combined with our partnership approach, depth of experience andwell-invested systems, enables us to support investment managers through the challenges of changing market and investor needs, and, as a result, help them to enhance returns, minimise costs and mitigate their risks.Whats in it for you
  • A very competitive basic salary plus benefits.
  • 23 days holiday to start, (rising to 25) plus Bank Holidays, with the opportunity to buy extra leave.
  • Company matched pension scheme, life assurance, a cycle2work scheme, fully paid maternity, adoption and shared parental leave, paternity pay of two weeksand plenty more.
  • Voluntary benefits designed to suit your lifestylefrom discounts on retail and socialising, to health & wellbeing, travel and technology.
  • The possibility of a hybrid work approach. Youll get the chance to follow your chosen career path anywhere in Link Group. Youll be joining a network of 7,000 experienced, innovative and dedicated individuals across multiple teams and countries. Thereare countless opportunities to learn new skills and develop in your career and well provid...

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