Associate Client Manager
6 giorni fa
Join to apply for the Associate Client Manager - Milan role at Columbia Threadneedle Investments.Team & ObjectivesYou will be a key part of our Italian Client Management team focusing on Italian wholesale and institutional pooled fund clients. Along with other established members of this team, you will partner with the Sales team to ensure our clients enjoy an excellent ongoing relationship and experience with the firm.ResponsibilitiesSupport or own the ongoing relationship and experience for existing and new clients in line with contractual agreements and Columbia Threadneedle standards.Pre‑win activities: establish client service intent, map to firm’s capabilities, contribute to sales procedures, manage service expectations, identify potential service complexities.Onboarding, implementation & change: manage client engagement throughout the event, negotiate contractual documentation, engage internal teams, ensure clear internal service intent, finalize mandate guidelines/restrictions and rebate terms, document proposition, set up required regulatory information, support client through AML/KYC and distributor documentation, maintain and update client databases, verify service setup matches expectations.Ongoing client experience: support or own the ongoing relationship, alert Sales to cross‑sell/up‑sell/defence opportunities, be accountable for resolving investment‑ and service‑related issues, coordinate with internal teams, navigate firm for the client, monitor delivery vs service proposition, proactively identify impact of regulatory/industry changes, drive client‑specific and thematic improvements, conduct periodic service reviews.RoleSupport the strategic goals of the Client Management function.Build internal partnerships to drive better outcomes for clients and partners.Identify and migrate activities to relevant centres of expertise.Contribute to consistency of engagement across regions.Drive process efficiencies, simplify/enhance controls and provide management information.Contribute to delivery of strategic change across the team.QualificationsFluent Italian and English (both spoken and written).Structured individual with strong workflow and project‑management skills.Strong teamwork and cross‑business collaboration skills.Excellent listening skills and an assertive, empathetic approach to stakeholders.Good self‑organisational and time‑management skills; ability to work under pressure to short deadlines.Drive and enthusiasm for a first‑class service management function.Strong decision‑making and sound judgement.Desirable: understanding of fund management, financial instruments, administration processes.Desirable: corporate pooled client relationship management experience, including experience with Luxembourg‑based mutual fund ranges, management companies and
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Client Relationship Associate – Milan
7 giorni fa
Turbigo, Italia Columbia Threadneedle Investments A tempo pienoA leading investment management company is seeking an Associate Client Manager to join their team in Milan. This role focuses on managing relationships with Italian wholesale and institutional pooled fund clients, ensuring an excellent service experience. Key responsibilities include onboarding clients, coordinating internal teams, and supporting the sales...
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Client Relationship Associate – Milan
7 giorni fa
Turbigo, Italia Columbia Threadneedle Investments A tempo pienoA leading investment management company is seeking an Associate Client Manager to join their team in Milan. This role focuses on managing relationships with Italian wholesale and institutional pooled fund clients, ensuring an excellent service experience. Key responsibilities include onboarding clients, coordinating internal teams, and supporting the sales...
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Associate Client Manager
7 giorni fa
Turbigo, Italia Columbia Threadneedle Investments A tempo pienoJoin to apply for the Associate Client Manager - Milan role at Columbia Threadneedle Investments. Team & Objectives You will be a key part of our Italian Client Management team focusing on Italian wholesale and institutional pooled fund clients. Along with other established members of this team, you will partner with the Sales team to ensure our clients...
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Associate Client Manager
7 giorni fa
Turbigo, Italia Columbia Threadneedle Investments A tempo pienoJoin to apply for the Associate Client Manager - Milan role at Columbia Threadneedle Investments . Team & Objectives You will be a key part of our Italian Client Management team focusing on Italian wholesale and institutional pooled fund clients. Along with other established members of this team, you will partner with the Sales team to ensure our clients...
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Associate Client Manager
5 giorni fa
turbigo, Italia Columbia Threadneedle Investments A tempo pienoJoin to apply for the Associate Client Manager - Milan role at Columbia Threadneedle Investments.Team & ObjectivesYou will be a key part of our Italian Client Management team focusing on Italian wholesale and institutional pooled fund clients. Along with other established members of this team, you will partner with the Sales team to ensure our clients enjoy...
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Asset Management Client Success Associate
6 giorni fa
Turbigo, Italia JPMorganChase A tempo pienoA global financial services firm in Italy is seeking a Client Service Associate to deliver exceptional service and foster client relationships. The ideal candidate will be fluent in Italian and English, have a background in finance or banking, and demonstrate excellent communication skills. Responsibilities include addressing client queries, coordinating...
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Asset Management Client Success Associate
6 giorni fa
Turbigo, Italia JPMorganChase A tempo pienoA global financial services firm in Italy is seeking a Client Service Associate to deliver exceptional service and foster client relationships. The ideal candidate will be fluent in Italian and English, have a background in finance or banking, and demonstrate excellent communication skills. Responsibilities include addressing client queries, coordinating...
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Associate Relationship Manager: Client Growth
1 settimana fa
Turbigo, Italia See True Partners A tempo pienoA financial services firm in Turbigo, Italy, is seeking a Junior Relationship Manager. This role involves supporting Senior Relationship Managers in client acquisition and relationship management, participating in deal execution, and contributing to commercial strategy. Candidates should have at least 2 years of relevant experience in banking, solid...
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Associate Relationship Manager: Client Growth
7 giorni fa
Turbigo, Italia See True Partners A tempo pienoA financial services firm in Turbigo, Italy, is seeking a Junior Relationship Manager. This role involves supporting Senior Relationship Managers in client acquisition and relationship management, participating in deal execution, and contributing to commercial strategy. Candidates should have at least 2 years of relevant experience in banking, solid...
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Investment Associate
4 giorni fa
Turbigo, Italia Wealth Wings A tempo pienoOur client, a leading Infrastructure fund, is seeking a highly motivated Investment Associate to join their team in Italy.ResponsibilitiesSource and evaluate high-growth investment opportunities across Infrastructure and Renewables sector.Conduct in-depth due diligence, including financial modeling, valuation, and market analysis.Draft investment memoranda...
