Associate Client Manager - Frankfurt or Zurich based

You will be a key part of our Pooled Client Management team working with our German speaking clients with a focus on Swiss relationships. Along with other established members of the team in this hybrid role, you will be based in Frankfurt and work closely with the relevant Country Heads, Sales people and the wider Client Management team to ensure we continue to deliver excellent service to our clients.

How you’ll spend your time…

You will support, and in some cases may own, the service experience for existing and new Pooled OEIC and SICAV clients in line with the client’s legal agreements and service levels and Columbia Threadneedle Investments standards. As an Associate Client Manager we expect you to perform many or all of the following responsibilities, depending on the nature of the client relationship:

Pre-win

• Help to establish client service intent and map to the firm’s capabilities.

• Participate in discussions to manage service expectations with the client.

• Help to identify and begin to investigate/challenge potential service complexities.

Implementation and change

• Engage internal teams as required and own event from client perspective.

• Ensure clear understanding of client service intent internally as this evolves.

• Agree and document service commitments with client & internally.

• Support client through necessary documentation/due diligence requirements (AML/KYC etc).

• Verify that service setup and first deliverables match client expectation.

Ongoing client service

• Support and/or manage the day-to-day client service (proactive notifications, issue resolution etc).

• Be accountable to the client for the resolution of service issues/opportunities and changes.

• Navigate the firm for the client for service matters, engaging appropriate expertise.

• Monitor delivery vs service commitments.

• Identify client impact due to regulatory/industry change and commission necessary response internally.

• Identify and drive client specific & thematic service improvements.

• Conduct periodic service reviews with the client and consult with them to achieve a better service experience.

In addition, we expect you to play an active role in supporting the strategic goals of the Client Management function, such as:

• Working with the team to identify and migrate activities to the relevant centre of expertise.

• Be a contributor to identifying and driving opportunities for consistency of engagement/service delivery across regions.

• Be a contributor to identifying and driving process efficiencies, simplifying/enhanced controls and designing/providing Management Information to help us manage our team and client experience more effectively.

• Building internal partnerships across our firm to drive better outcomes for our clients and our partners.

• Contributing to the delivery of strategic change across the team.

Key Capabilities
To be successful in this role you will have…

• Must be a structured individual with strong workflow management and project management skills.

• Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.

• Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business.

• Good self-organisational and time management skills; ability to work under pressure to short deadlines.

• Drive and enthusiasm demonstrated through strive to achieve a first-class service management function.

• Ability to make clear decisions and exercise sound judgement.

Desired Capabilities
If you also had this, it would be great…

• An understanding of fund management, financial instruments, administration processes.

• Pooled Client Management experience.

• Investment Management Certificate (or equivalent)

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you’ll find growth and career opportunities across all of our businesses.

We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients‘ specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

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