Client Relationship Manager

Overview

The Role & Key Responsibilities
Skills Required
Additional Information

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
Tab Item Content

Skills Required

  • A University degree in Accountancy or equivalent/Final stages of ACCA qualification
  • An ability to work to and meet agreed deadlines
  • Ability to work under pressure
  • Competence in Excel, general IT and accounting packages
  • A minimum of 3 years’ experience in a similar role
  • Experience in audit would be ideal, but not necessary
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Department: Client Relationship Management

Employment Type:  Permanent

FundRock Management Company S.A. provides third-party Management Company and AIFM services to EU domiciled collective investment schemes in accordance with Luxembourg and Irish regulations. We have an opportunity for a Client Relationship Manager based in our London office.

Role Purpose: This summarises the overall purpose of the role - how it adds value

The function provides a focus point, both internally and externally, for the services of the firm to a certain number of its clients. This position is directly responsible for the client satisfaction for those relationships and is also responsible for the timely and accurate delivery of information. This position is acting as the first escalation point for any service queries of the relevant clients.

The role is based in London/Remote and you will work closely with the internal business areas in all locations.  Experience in the operations of investment management would be useful.

Role & Key Responsibilities:

The role is based in London/Remote and you will work closely with the internal business areas in all locations.  Experience in the operations of investment management would be useful.

  • To co-ordinate all activities and retention of our Sponsors.
  • Manage the Sponsor through a ‘net’ perspective ensuring profitable growth opportunities.
  • Maintenance of a detailed Client Plan as the book of record to maintain history, corporate knowledge and to educate the business and maintain ongoing 12 month plan.
  • Wide ranging engagement with colleagues in all FundRock locations.  

Key Role Deliverables: 

Criteria./ results by which success can be measured

Work with the business areas to develop client tailored solutions to ensure operational activity can be as efficient as possible without compromising service quality while maintaining a low risk profile

  • Continuously broaden our connectivity across the Sponsors to ensure we are viewed as a partner integral to their business model.
  • Constantly explore and develop FundRock upsell opportunities.
  • Obtain detailed understanding of Sponsor’s business model/products/strategy/operational requirements/Key Challenges/Competitors.
  • Ensure that adequate legal agreements are in place to cover services and risks.
  • Act as a first escalation point for issues for any service query for their client relationships and their related third parties, ensure prompt follow-up escalation where required.
  • Ensure a high quality, efficient and timely professional service and that at least monthly Service Review Calls / Meetings are held with each client relationship and their relevant administrator where required.
  • Facilitate sponsor review meetings
  • Work closely with Operations / Compliance / Risk and other day to day functions to deliver the contracted range of services within agreed service levels.
  • Create a RAG status for each client and produce /enforce remedial action plans for any relationships at risk.
  • Build and maintain trusting and valuable relationships across the firm to maximise efficient deliveries and resolution of issues.
  • Ensure a timely preparation of operational and Sponsor review packs liaising with internal departments where required.
  • Act as the first point of contact for the Sponsor
  • Ensure the circulation of all action points arising from review meetings and the follow up in a timely manner
  • Develop-improve dashboards where necessary in order to improve efficiency and coordination
  • Hands on engagement in issue resolution as part of the escalation process beyond the day to day.
  • Responsible for communicating relationship issues to Senior Management teams across FundRock and leading our response to the Sponsor.
  • Provides Sponsor feedback on product functionality and future trends to business heads.
  • Issue MI and KPI information in a timely manner
  • Issue various daily, weekly and monthly reporting in a timely manner
  • Ability to tailor services and to grow relationships with different cultural backgrounds
  • Ability to prepare and deliver fund industry related presentations
  • Networking skills
  • Ability to follow / agree project plans and to deliver projects on time
  • Proven track record in respect of Organic / New business growth

Other Significant Skill Requirements

Listed below are any further key factors which have a bearing on being able to perform the role effectively

  • Excellent Client Management and presentations skills
  • Experience in writing Account plans / Remedial Action plans and Project plans
  • Client Take-on and Transitions are delivered to plan, within budget and to timetable.

Scope of Role:

  • Ability to independently manage client relationships / client projects.

Technical Knowledge:

Proven technical knowledge of Collective Investment Schemes

People Management

  • Able to work with different operational areas, industry groups and cultures
  • Client / Market facing role

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address: [email protected]

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