Client Implementation/Onboarding German Speaking

Job Description

I am supporitng a client identify a german speaking Client Service/Client Implementation Manager to join their UK office. This will be joining a global investment manager and be supporting the UK and DACH clients.What you will do:

• Partners with the Sales and Relationship Management Team during the on-boarding of new accounts and is a key point of contact for clients and internal business partners during these complex, highly visible transitions.
• Responsible for coordinating both the internal and external review and negotiation of contracts and investment guidelines, operational and regulatory documentation, and funding activity (excluding operational set ups with custodians and other client appointedthird parties).
• Works with the Product Management and Investment Teams to identify and resolve any guideline issues with the client. Partners with the Global Transition Team to ensure operational aspects of the transition are communicated and resolved.
• Engages with client to understand unique reporting or operational requirements and work with relevant internal business partners to identify areas of customization for further discussion, ultimately being responsible for ensuring that the clients reportingneeds are met.
• Partners with the Relationship Manager to service existing clients and on-boarding of new accounts as it relates to cross sell activity. Leads and supports the successful resolution of all operational issues identified by the clients, their consultant orcustodian bank, as well as internally assessed challenges.
• Works directly with clients and other departments regarding: cash flow notification, portfolio rebalancing, in-kind transition coordination, reporting requirements (e.g. performance, account transactions, and market/attribution commentary), compliance reportingand certifications, contract amendments, guideline changes, directed brokerage requests, compliance matters, due diligence, and operational details.
• Project manages any changes or updates to client investment guidelines initiated by the client; working with Product Management and Institutional Portfolio Managers (IPMs) and Compliance to implement. Project manages the communication and implementationof driven changes or enhancements to product guidelines.
• Works closely with other departments (e.g., Global Transitions, Portfolio Management, Product Management, Legal, Compliance, Operations, Client Reporting, Finance, and MFD) to ensure strong relationships.

• What we are looking for:
• Bachelors degree or equivalent experience preferred. MBA and/or CFA preferred.
• Fully proficient in English and German language, spoken and written essential
• Exceptional organisation skills, ability to work independently as a team player with all levels of the firm.
• Strong attention to detail, and commitment to the highest quality standards.
• Excellent written and oral communication, proven project management, analytical skills, strong influencing, and negotiation skills. Ability to work well with and manage projects & transitions that include representation from individuals at all organisationallevels.
• Demonstrated ability to prioritize work effectively and show adaptability to changing internal priorities and client demands.
• Thorough knowledge of relevant PC programs, including Microsoft Office and familiarity with CRM platforms. Ability and willingness to learn new programs as needed.
• Preferably minimum of five to six years of Institutional Investment industry related experience

• Transition Management experience preferred.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.