Client Services Manager

Job Description

DescriptionOVERALL PURPOSEReporting to the Head of the Client Servicing team within Stonehage Fleming Equity Management (SFEM), the core objective of the role is to ensure clients, prospective clients, intermediaries, colleagues, and other stakeholders, are serviced to the expectedstandard through supporting both the head of the Client Servicing team and the overall head of SFEM. Key ResponsibilitiesPRINCIPAL ELEMENTS AND ACCOUNTABILITIESMaintain and build relationships with clients, service providers and stakeholders

• The core function is ensure clients are serviced to the appropriate standard. This will range from in-person meetings with the end client, to liaising with external stakeholders (accountants, lawyers, trustees etc.), third parties (e.g. platform providers)and colleagues.

Overseeing the running of client reports and meeting packs, and driving enhancements

• Whilst the role will not be focused on the generating of client reports, the candidate will be required to oversee / contribute to the generation of client reporting / meeting packs, and all this entails (understanding of different performance measurements,reconciling different data sets, sense-checking financial metrics etc.). This responsibility will extend to liaising with the Middle and Back Office to drive enhancements to our reporting offering.

Implementing trades, and carrying out post-trade check s

• The role will require accurate and timely portfolio modelling and order building - including constructing and implementing model changes across the wider client book; preparing and implementing investment recommendations; ensuring, post-trade, that transactionshave been implemented accurately.

Maintaining integrity of data used to service clients / produce MI reporting to present to senior management

• There are a number of internal databases that are used to generate material either to service existing clients (reports), prospective clients (presentations) or to provide MI for senior management. Responsibility for ensuring that these are kept up to dateis a critical function of the role, along with, in conjunction with the Middle and Back Office, seeking to streamline any related processes.

Promote and develop robust Operating Procedures across the business

• Responsibility for adhering to the operating procedures of the business as written and of providing enhancements and changes to the procedures as and when identified. Furthermore, as the business unit grows, ensuring Operating Procedures are appropriatelyamended to reflect changing circumstances.

Support for Head of CS

• Supporting the Head of Client Servicing and, if and when they are not available / away, be able to stand-in and temporarily take responsibility for their role, ensuring seamless service delivery.

Support Business Development efforts

• The role is within a team with a strong track record of growing AUM, and has ambitions to continue doing so. Whilst not responsible for BD, the candidate will support BD efforts through ensuring presentational materials, DDQ and appropriate databases arekept up to date and periodically reviewed.

Responding to ad-hoc queries

• Given that SFEMs clients are often clients of the broader Stonehage Fleming group, the role will require responding to ad-hoc queries that can vary widely, but are predominantly operationally or client-servicing focused. Such queries, whilst they may originatefrom throughout the firm, or directly from clients, will always be cascaded / delegated from the Head of Client Servicing.

QUALIFICATIONS AND EXPERIENCE

• Degree qualification or equivalent
• CFA Charterholder or equivalent preferred
• Experience in assisting in the management of UHNW / HNW clients and/or dealing with investors in a CIS

SKILLS, BEHAVIOURS AND COMPETENCIES

• Strong organisational and MS Office (particularly Excel & PowerPoint) skills are essential
• High attention to detail and accuracy
• Proactive, with a track record of driving and delivering enhancements / projects
• Ability to use initiative and work independently
• Excellent communication skills, both written and spoken
• Comfortable and willing eager to take on increasing levels of responsibility
• Approach tasks with a sense of urgency and agency
• Honesty and integrity