Client Service Manager
6 days ago
**KEY ACCOUNTABILITIES
The role of Client services will be to support the Life Relationship Manager and to be responsible for the coordination, production and delivery to Prudential Life clients of the following:
1. Client Take on, transition & termination
2. Delivery of Investment Solutions & clients’ priorities
3. Client Reporting Governance and Queries
4. Maintenance and update of Legal documents
5. Client Queries on Performance, Guidelines and any other business
The Client Service Manager will work closely and coordinate with internal stakeholders in the delivery of client related services and queries.
**Client Take On, Transition & Termination**
- Prepare documentation request approval to Product Fee Committee - PFC
- Review of IMAs, OMs including negotiating the T&C, and review by internal teams, legal, compliance, Operations, Finance, IT and Tax, etc
- Coordinating with Transition Management team to ensure smooth onboarding Facilitating the mandate termination in line with client’s instructions, working closely with Transitions Management team
**Delivery of Investment Solution**
- Work with the Transition Management team to deliver investment solutions to Life Clients
- Collaborate with internal teams Support Life Relationship Manager in the discussion with Life Clients to understand, document and elaborate Solution with Investment Desks
**Client Reporting Governance and Queries**
- Responsible to run the Monthly Partnership meetings with Life Clients.
- Assess with internal teams on client reports requests and liaise with Clients for delivery Facilitate discussions with internal teams on meeting client requirements
**Legal and Documentation**
- Responsible to maintain and update the legal agreement with Life Clients
- Liaise directly with Clients to update/amend legal documentation (e.g. IMAs, Fee letters, SLAs, IAAs) Liaise with Regional Group on updating documentation for new products, change in Strategic Asset Allocations and new investment guidelines
**Client Queries**
- Address directly Client Queries related but not limited to:
- Explanation of portfolio performance
- Changes to investment guidelines
- Portfolio breaches
- Trade-related activities
- Documentation
- Benchmarks
- Management / Performance Fees Regulatory e.g. MIFID, FATCA
**EXPERIENCE / QUALIFICATIONS**
- 5 to 10 years of relevant experience, in supporting an institutional client services role, either at an asset manager or a top tier bank - Good knowledge of the asset management industry and the operating business model of an asset manager highly desirable
- CMFAS license
- Deep understanding of financial products and funds management industry
- Excellent presentation skills
- Strong business level communication skills both written and verbal including report writing skills
- Strong time management and prioritisation skills
- Confident in making decisions autonomously and taking initiative
- Strong project management skills and experience
- Proven track record for delivering results as part of a dynamic team structure
- Ability to work well under pressure
- Accuracy and attention to detail including delivering reports and documentation to a very high standard
- At ease to interact with external and internal stakeholders, including senior management, consultants, service providers, investment and sales teams, in a multi-cultural environment.
- Strong team player, but needs to be able to work autonomously on projects and deliverables around and of varying seniority
- Be independent and resourceful in other words, a self-starter
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