Senior Client Relationship Manager, Insurance
Core
Lead and oversee the Client Relationship Manager (CRM) team to deliver high-quality servicing for internal and external Insurance clients across various asset classes.
Role type
Senior IC Client Relationship Manager (Team Lead)
Builds
Client servicing operations and mandate governance for Insurance clients
Domain
Asset Management / Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership, client servicing management, stakeholder coordination, process improvement, mandate lifecycle management, commercial opportunity identification
Preferred skills
IMC qualification, regulatory threshold competence, experience with Insurance clients
Technologies
N/A
Responsibilities
Lead and manage the CRM team to ensure consistent delivery of client servicing; Act as the primary escalation point for client servicing issues; Maintain oversight of client servicing delivery across mandates and asset classes; Drive alignment and continuous improvement of client servicing processes; Build strong relationships across Aviva Investors as a central coordination point; Oversee the execution and coordination of onboarding and mandate changes
Seniority
Senior, hands-on IC with team leadership