Client Implementation Manager - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The team is responsible for co-ordinating the take-on/mandate change related tasks and activities across the business to ensure that mandates are implemented comprehensively and in accordance with the client/ consultant's funding objective(s).

Due to thecontinued growth of the business, a widening of the team's remit and the firm's growing international expansion, there is a need to resource the team to effectively support the business's servicing requirement.

What you'll be doing

Providing a support service for new and existing client mandates across the range of product vehicles (pooled and segregated) within the firm.

Lead the project from the pitch through to full implementation, observing core project disciplines
- co-ordinating the end-to-end implementation of new client mandates across the business
- preparing the legal and operational groundwork for implementing changes to existing client mandates

Project and time manage client work in conjunction with other business areas to achieve the client's funding objectives in an efficient and timely manner, ensuring that all legal, operational and transitional tasks are comprehensively considered and completed
Providing final quality checks on legal documentation line with client requirements
Be instrumental in the reviewing and negotiating client service level standards and reporting requirements
Developing a clear understanding of the function of all business areas within the firm, building and maintaining an effective network of strong working relationships within those areas
Acting as an internal 'implementation consultant' to the client relationship management team, demonstrating technical ability and understanding and an awareness of the client's decision making process and investment objectives.
Attend or facilitate client conference calls and meetings, acting as a business advisor on the requirements for implementing new client mandates and client change, providing progress updates to clients in the spirit of transparency and collaboration
Communicating effectively internally and externally on the progress of client work holding regular working group meeting sessions with key stakeholders in order to monitor and manage progress relevant to client change activity.

What we're looking for

Experience within the investment management industry including providing an exceptional level of client service
Strong overall Investment knowledge including an understanding of the different investment vehicle options
Excellent written and verbal communication skills
Thorough understanding and appreciation of FSA regulations and internal governance framework
Excellent facilitation and meeting skills, being able to discuss complex/technical concepts
A track record of Project Management success, with the disciplines and experience of Onboarding new clients and client change within an asset management environment