Associate Client Manager

Where you’ll fit in & what our team goals are…How you’ll spend your time...You will support, and in some cases may own, the ongoing relationship and experience for existing and new clients in line with our contractual agreements and Columbia Threadneedle standards. As an Associate Client Manager we expect you to perform many or all of the following responsibilities, either directly or alongside more experienced Client Managers, depending on the nature of the client relationship.Pre-winHelp to establish client service intent and map to the firm’s capabilities.Contribute to Sales Procedures, Relationship Management, and Sales Enablement.Participate in discussions to manage service expectations with the client.Help to identify and begin to investigate/challenge potential service complexities.Onboarding, Implementation and changeManage client engagement throughout event including negotiation of client contractual documentation in partnership with our contracting experts.Engage internal teams as required and own event from client perspective.Ensure clear understanding of client service intent internally as this evolves.Finalise mandate guidelines/restrictions and rebate terms with the client and ensure correct coding internally.Agree and document proposition with client & internally.Provide / set up provision of required (e.g. regulatory) information to client.Support client through necessary documentation/due diligence requirements (AML/KYC, Distributor etc).Maintain and update client databases and accurately log requests and responses in the CRM, ensuring agreed response times (SLA).Verify that service setup and first deliverables match client expectation.Ongoing client experienceSupport and/or be able to own the ongoing client relationship, partnering appropriately with Sales colleagues to ensure a unified overall client engagement experience.Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements.Be accountable to the client for the resolution of investment- and service-related issues and changes, coordinating with responsible internal teams to ensure accurate and timely delivery.Navigate the firm for the client (e.g. bringing the right experts into the client meeting for specific investment and servicing topics).Proactively monitor delivery vs service proposition, including sign-off where required for service deliverables, and address areas of inefficiency/performance challenge.Proactively identify client impact due to regulatory/industry change and commission necessary response internally.Proactively identify and drive client specific & thematic improvements to their experience.Conduct periodic service reviews with the client and consult with them to achieve a better client experience.In addition, we expect you to play an active role in supporting the strategic goals of the Client Management function, such as:Building internal partnerships across our firm to drive better outcomes for our clients and our partners.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 and delivery across regions.Be a contributor to identifying and driving process efficiencies, simplifying/enhancing controls and designing/providing management information to help us manage our team and client experience more effectively.Contributing to the delivery of strategic change across the team.To be successful in this role you will have...Fluent Italian and English – both spoken and written.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.If you also had this, it would be great…An understanding of fund management, financial instruments, administration processes.Corporate pooled client relationship management experience, including experience of Luxembourg based mutual fund ranges (both managed portfolios and single strategy), Management Companies and