Asset Servicing & Client Manager
Core
Manage relationships with UK Defined Benefit Pension Fund clients, ensuring excellent service delivery and driving business growth within the Custodian Monitoring Services business.
Role type
Senior IC client manager (financial services)
Builds
Monthly Custody & Treasury Benchmarking reports and client engagement initiatives
Domain
Financial Services / Global Custody / Pension Funds
Deliverable
client delivery
Required skills
Client relationship management, Financial services experience, Investment markets knowledge, Microsoft Excel proficiency, Salesforce familiarity, Data quality management, Invoicing coordination, Cash collection coordination, Quality control of client reporting
Preferred skills
Experience in Global Custody arena, Exposure to client relationship management tools
Technologies
Salesforce, Microsoft Excel
Responsibilities
Manage relationships with allocated UK Defined Benefit Pension Fund clients, Build relationships with Consultant Relationship Managers at Custodian Banks, Ensure timely invoicing and coordinate raising of client invoices, Undertake management level activities such as cash collection coordination, Support production of client presentation and sales materials, Involve in quality control of client reporting ahead of monthly releases