Who we're looking for
A motivated hard working individual to develop lasting relationships with client organisations and ensure that each client’s portfolio is managed in accordance with its investment objective and benchmark guidelines.
Act as the key point of contact in terms of other services specified in the client agreement and work as part of a team supporting the entire client base.
Working with other team members, the Client Manager will take operational and relationship responsibility for a number of clients. Importantly, they will be accountable for the commercial success of our mandates (for example ensuring there is no loss of value from E&O's) and as such the role has a demonstrable commercial value. The individual will be required to have a high level of personal interaction with clients to help build strong client relationships.
What you'll need to do
Recognising the unique structure of the IAM relationship model, the CM is expected to be either demonstrating or substantially working towards the following:
A pro-active relationship with Client Director’s (CD) sharing opinions, insight about clients
A high and increasing level of responsibility and accountability for client relationship
A goal of zero E&O’s from the IAM service process
Strong, positive feedback on the strength of the service relationship
The role is expected to offer ambitious individuals with the right skills a path to increased responsibility.
The knowledge, skills and qualifications we're looking for:
Recognising the unique requirements of the insurance client business, the CM is expected to demonstrate or be substantially working towards:
In-depth understanding of insurance company regulation as it impacts service / reporting
Able to lead Solvency II discussion internally and externally on service/reporting matters
External relationship management
Manage and develop relationships with clients, especially administrative/operational counterparts
Gain an in-depth understanding of administrative function
Proactively shape Schroder’s service proposition
Attend client meetings regarding operational matters and client hospitality events.
Internal relationship management
Build strong relationships in key operational departments across Schroder's
Represent the client relationship internally
Work with other departments to ensure the smooth running of the client portfolios
Respond promptly and professionally to operational / investment queries from clients
Assist the Client Directors with complex client enquiries and requests
Act as the named contact for all administrative issues
Deal with all day-to-day issues in the absence of the Client Directors
Maintenance of records
Ensure client information is up-to-date and maintained in relevant systems
Work with Client Directors to manage clients
Brief the Client Director on administration / performance issues prior to any meeting
General assistance to Client Director on client specific tasks and issues
Client reporting and service performance
Work with Client Director to produce all forms of client reporting
Produce bespoke reports for clients, where appropriate
Ensure clients are set up to and receive all the appropriate reports
Look to standardise reporting where possible
Report on client service performance, progress and issues
Co-ordinate with the Transitions Team to ensure efficient on/off boarding of client portfolios
Maintain knowledge of products, regulation, clients and operational procedures
Ensure knowledge of key areas is maintained to ensure queries can be answered efficiently
What you'll be like
The individual applying should have high level:
Information and data processing skills
Problem solving skills
Attention to detail
The above list is not intended to be exhaustive, the role-holder is expected to do anything and everything necessary to ensure client satisfaction on all fronts, at all times.
Schroders is an equal opportunities employer. You're welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.