Associate Client Manager - 12 month FTC
Core
Support institutional pension scheme clients invested in Liability Driven Investment (LDI) solutions by managing client relationships, processing transactions, and ensuring operational accuracy.
Role type
Associate Client Manager (Institutional Pensions/LDI)
Builds
Client servicing operations for UK & Irish LDI portfolios
Domain
Asset Management / Institutional Pensions / Liability Driven Investment
Deliverable
client delivery
Required skills
Client relationship management, transaction coordination, regulatory compliance, stakeholder collaboration, process documentation, Microsoft Office (Excel, PowerPoint, Outlook)
Preferred skills
LDI strategy knowledge, KYC/AML process understanding, Salesforce proficiency, institutional client onboarding experience
Responsibilities
Act as primary point of contact for LDI clients, coordinate cash transfers and portfolio transactions, support client onboarding and mandate changes, prepare meeting materials and reports, provide team cover for Client Managers, identify process improvement opportunities
Seniority
Associate, hands-on IC