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Client Service Manager

eFinancialCareers
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Client Service Manager 22 Bishopsgate, London- Hybrid Permanent At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper. As a future Client Service Manager, you will report to Local Head of Client Services, and you will be part of AXA IM Core Client Group. DISCOVER your opportunity As a Client Service Manager you will deal proactively and reactively with clients and their advisors, liaising with internal departments and providers as necessary. Support Client Relationship team. Your role and responsibilities will include:

  • Provide the highest quality service for our client base working in cooperation with other teams and organisations as detailed below.
  • Maintain and develop individual assigned key client relationships in assistance to Client Relationship Managers (CRM)/Sales.
  • Attend face to face meetings with the clients, where appropriate, to discuss their service requirements.
  • Respond to incoming complex queries and requests from clients and their advisors, including fund performance requests, market updates, ad-hoc reporting requests etc.
  • Liaise and build strong relationships with clients appointed third parties, as listed below, with regards to annual audits, custody issues and portfolio transitions and other ad hoc queries
  • Work with CRM and, if necessary, Product Engineers in respect of all client take-ons, take-offs and changes to existing client mandates in line with our current procedures.
  • Request and maintain AML KYC documentation ensuring it is in line with Compliance standards and taking into account new regulations. Upload and maintain all AML KYC documents on internal systems.
  • Continue to build client, company and industry knowledge levels to better service our client base.
  • Keep up to date with product offerings by attending sales trainings.
  • Assist the CRM/Sales in cultivating business development opportunities. These include coordinating and preparation of presentations, marketing material and appointments for CRMs with clients.
  • Maintain and check data quality in CRM tool and various data systems.
Your ProfileSHARE your unique expertise We welcome different combinations of skills & experiences. Your qualifications and experience:
  • Ideally holder of IMC but not essential
  • Experience in providing top quality client service to asset management clients.
  • Experience of working with multiple asset classes
  • Previous experience in various client service related projects
Your knowledge and skills:
  • Good knowledge of current economic and financial events and industry issues (MiFID, TCF, Fair Value Pricing, etc.)
  • Excellent written and verbal communication and influencing skills.
  • Outstanding organisational skills
  • Strong Microsoft office skills
  • Ability to manage time and workload appropriately.
  • Ability to co-ordinate and network effectively
  • Assertive approach
  • Strong team player
  • Adaptable and resourceful
  • Self-starter with initiative
We would love to know more about you. Lets connect! Send us your resume. About AXAThe AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries. We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management. Our mission : To act for human progress by protecting what matters Our values : Customer first, Integrity, Courage and One AXA About the EntityAt AXA IM we are investing with a clear purpose - to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities acrossalternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets. AXA Investment Managers | Home | AXA IM Corporate (axa-im.com) AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed,to apply for a position or to perform essential job functions. Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com) What We OfferWe are committed to offer you an environment where you can: Grow your potential : Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities . Shape the way you work : Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.). Thrive within a diverse community : Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce. Move the world forward : Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainabilityand environmental responsibility, we will celebrate your arrival by planting a tree.

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