Client Relationship Manager

KT13 8UD Surrey, South East Team One UK recruitment

Posted 12 days ago

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Job Description

Permanent

This is a remote position.

Client Relationship Manager Location: Remote (UK-based), with weekly meetings in Weybridge, Surrey Salary: £35,000 – £40,000 per annum Full-time, Permanent Are you a commercially driven relationship-builder who thrives in a fast-paced, high-growth environment? Do you want to be part of a dynamic, purpose-led business making a real impact? We’re working with a rapidly expanding organisation looking for a talented, resilient and personable Client Relationship Manager to strengthen client partnerships, support marketing activity, and deliver outstanding customer care. This is a fantastic opportunity to join a close-knit, collaborative team during an exciting phase of growth. Why You’ll Love This Role: Join a proven, high-growth business at a pivotal stage Work alongside a highly experienced and supportive manager Have real impact in shaping client relationships and business development Enjoy flexibility with a remote setup and regular in-person collaboration in Weybridge Key Responsibilities: Manage and respond to inbound client enquiries Drive business growth through relationship-focused digital marketing Maintain and update the sales pipeline with regular client follow-ups Support key accounts with basic reporting and project updates What We’re Looking For: Commercial Acumen & Relationship Building You’re a people person who naturally builds rapport and sees opportunities to add value. You understand the commercial drivers behind great client relationships and can contribute meaningfully to business growth. Emotionally Intelligent & Customer-Centric You listen, empathise, and communicate with purpose. You know how to create meaningful conversations that deliver value and strengthen loyalty. Digitally Confident Comfortable with CRM systems (e.g. HubSpot) Proficient in Excel and digital tools like Canva, Wix, and social media platforms Able to provide clear information to the wider operations team Self-Motivated & Organised You can manage your time effectively in a remote working environment (Monday–Friday, 9am–5pm) You maintain a professional home setup with a stable internet connection You are detail-oriented and see tasks through to completion Adaptable & Resilient You thrive in a high-volume, fast-moving business environment You’re ready to work hard and grow with the business Excellent Communicator Strong verbal and written communication skills Comfortable with client meetings via Teams or Zoom Able to manage high deal flow Able to proofread documents Location Requirement You must be UK-based and able to attend weekly meetings in Weybridge,Surrey.
This advertiser has chosen not to accept applicants from your region.

Senior Client Relationship Manager

Feltham, London UPS

Posted 8 days ago

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Job Description

**Before you apply to a job, select your language preference from the options available at the top right of this page.**



Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrowu2014people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.



**Job Description:**



Marken, UPS Healthcare Precision Logistics (formerly Marken, MNX & Polar Speed), the clinical and advanced therapy subsidiary of UPS Healthcare, unites expertise across healthcare and complex secure logistics to drive the success of our clients through innovation.



**Job** **Purpose:**



To provide a consistently high level of service to a customer through the provision of a dedicated central point of contact for Service Management and problem resolution.



Main Duties and Responsibilities:


Develop excellent working relationships and communicate courteously with the customer to influence the achievement and maintenance of service performance and encourage new business with existing clients.


Advisecustomer latest booking times and documentation required. Booking and processing shipment requests within Markenu2019s internal database and generating and verifying shipping documentation.


Manage and mentor any Customer Service agent direct reports ensuring ompliance within day to day activities.


Answering and dealing with general telephone and e-mail requests from external customers and internal offices/agents.


Work in a cross functional capacity to ensure the activities related to various entities fit with customer requirements and Marken Network Guidelines, policies and procedures.


Manage special requests from the customer for increased and enhanced levels of service or monitoring of shipment progress.


Manage and find resolution with any internal/external client reported complaints, closing out assigned CAPAs in an efficient and time critical manner. Escalating as and when necessary to the Branch Manager and Regional Director.


Working with all departments, to develop and implement solutions for new business requirements in accordance with Marken Guidelines.


Attend meetings with the client as deemed necessary to discuss account status and relevant service issues and concerns.


To be commercially aware, dealing with internal and external customers to increase business profitability.


To ensure a good level of understanding and knowledge of the Marken organization, products and services, ensuring that customer queries can be dealt with accurately and appropriately.


To build and maintain strong relationships with all internal departments and work as part of a team.


Contributing to development and implementation of global and regional regulatory functions for clinical trial supplies.


The ability to evaluate and understand the process for the distribution of Clinical Trial Supplies from the approval to ship process to final delivery.


Proactively track and trace shipments, monitoring all inbound and outbound shipments on daily basis to ensure that shipments are delivered within agreed time frames delegating as and monitoring activity as necessary.


Identify weak shipping routes in terms of service expectation and profitability.


Presto Champion for Branch (if applicable).



Qualifications:


5 yearsu2019 experience of Courier or Freight Industry


3 yearsu2019 experience in a high level, customer facing logistics/customer service role


Understanding of Aviation/Airline Networks desired


PC/System Literate


Ability to deal with inquiries and day to day issues.


Working with key decision makers


Able to influence others to ensure business targets are met


Working within a busy environment


Excellent communication skills


Excellent problem solving and prioritization skills essential


Excellent teamwork skills


Flexibility in working hours required


Weekend coverage, ability to handle shift work required in Customer Services



**Employee Type:**



Permanent



UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
This advertiser has chosen not to accept applicants from your region.

Senior Client Relationship Manager

Feltham, London UPS

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

**Before you apply to a job, select your language preference from the options available at the top right of this page.**



Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrowu2014people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.



**Job Description:**



Marken, UPS Healthcare Precision Logistics (formerly Marken, MNX & Polar Speed), the clinical and advanced therapy subsidiary of UPS Healthcare, unites expertise across healthcare and complex secure logistics to drive the success of our clients through innovation.



**Job** **Purpose:**



To provide a consistently high level of service to a customer through the provision of a dedicated central point of contact for Service Management and problem resolution.



Main Duties and Responsibilities:


Develop excellent working relationships and communicate courteously with the customer to influence the achievement and maintenance of service performance and encourage new business with existing clients.


Advisecustomer latest booking times and documentation required. Booking and processing shipment requests within Markenu2019s internal database and generating and verifying shipping documentation.


Manage and mentor any Customer Service agent direct reports ensuring ompliance within day to day activities.


Answering and dealing with general telephone and e-mail requests from external customers and internal offices/agents.


Work in a cross functional capacity to ensure the activities related to various entities fit with customer requirements and Marken Network Guidelines, policies and procedures.


Manage special requests from the customer for increased and enhanced levels of service or monitoring of shipment progress.


Manage and find resolution with any internal/external client reported complaints, closing out assigned CAPAs in an efficient and time critical manner. Escalating as and when necessary to the Branch Manager and Regional Director.


Working with all departments, to develop and implement solutions for new business requirements in accordance with Marken Guidelines.


Attend meetings with the client as deemed necessary to discuss account status and relevant service issues and concerns.


To be commercially aware, dealing with internal and external customers to increase business profitability.


To ensure a good level of understanding and knowledge of the Marken organization, products and services, ensuring that customer queries can be dealt with accurately and appropriately.


To build and maintain strong relationships with all internal departments and work as part of a team.


Contributing to development and implementation of global and regional regulatory functions for clinical trial supplies.


The ability to evaluate and understand the process for the distribution of Clinical Trial Supplies from the approval to ship process to final delivery.


Proactively track and trace shipments, monitoring all inbound and outbound shipments on daily basis to ensure that shipments are delivered within agreed time frames delegating as and monitoring activity as necessary.


Identify weak shipping routes in terms of service expectation and profitability.


Presto Champion for Branch (if applicable).



Qualifications:


5 yearsu2019 experience of Courier or Freight Industry


3 yearsu2019 experience in a high level, customer facing logistics/customer service role


Understanding of Aviation/Airline Networks desired


PC/System Literate


Ability to deal with inquiries and day to day issues.


Working with key decision makers


Able to influence others to ensure business targets are met


Working within a busy environment


Excellent communication skills


Excellent problem solving and prioritization skills essential


Excellent teamwork skills


Flexibility in working hours required


Weekend coverage, ability to handle shift work required in Customer Services



**Employee Type:**



Permanent



UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
This advertiser has chosen not to accept applicants from your region.

Senior Client Relationship Manager

Feltham, London UPS

Posted 9 days ago

Job Viewed

Tap Again To Close

Job Description

**Before you apply to a job, select your language preference from the options available at the top right of this page.**
Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow-people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.
**Job Description:**
Marken, UPS Healthcare Precision Logistics (formerly Marken, MNX & Polar Speed), the clinical and advanced therapy subsidiary of UPS Healthcare, unites expertise across healthcare and complex secure logistics to drive the success of our clients through innovation.
**Job** **Purpose:**
To provide a consistently high level of service to a customer through the provision of a dedicated central point of contact for Service Management and problem resolution.
Main Duties and Responsibilities:
+ Develop excellent working relationships and communicate courteously with the customer to influence the achievement and maintenance of service performance and encourage new business with existing clients.
+ Advisecustomer latest booking times and documentation required. Booking and processing shipment requests within Marken's internal database and generating and verifying shipping documentation.
+ Manage and mentor any Customer Service agent direct reports ensuring ompliance within day to day activities.
+ Answering and dealing with general telephone and e-mail requests from external customers and internal offices/agents.
+ Work in a cross functional capacity to ensure the activities related to various entities fit with customer requirements and Marken Network Guidelines, policies and procedures.
+ Manage special requests from the customer for increased and enhanced levels of service or monitoring of shipment progress.
+ Manage and find resolution with any internal/external client reported complaints, closing out assigned CAPAs in an efficient and time critical manner. Escalating as and when necessary to the Branch Manager and Regional Director.
+ Working with all departments, to develop and implement solutions for new business requirements in accordance with Marken Guidelines.
+ Attend meetings with the client as deemed necessary to discuss account status and relevant service issues and concerns.
+ To be commercially aware, dealing with internal and external customers to increase business profitability.
+ To ensure a good level of understanding and knowledge of the Marken organization, products and services, ensuring that customer queries can be dealt with accurately and appropriately.
+ To build and maintain strong relationships with all internal departments and work as part of a team.
+ Contributing to development and implementation of global and regional regulatory functions for clinical trial supplies.
+ The ability to evaluate and understand the process for the distribution of Clinical Trial Supplies from the approval to ship process to final delivery.
+ Proactively track and trace shipments, monitoring all inbound and outbound shipments on daily basis to ensure that shipments are delivered within agreed time frames delegating as and monitoring activity as necessary.
+ Identify weak shipping routes in terms of service expectation and profitability.
+ Presto Champion for Branch (if applicable).
Qualifications:
+ 5 years' experience of Courier or Freight Industry
+ 3 years' experience in a high level, customer facing logistics/customer service role
+ Understanding of Aviation/Airline Networks desired
+ PC/System Literate
+ Ability to deal with inquiries and day to day issues.
+ Working with key decision makers
+ Able to influence others to ensure business targets are met
+ Working within a busy environment
+ Excellent communication skills
+ Excellent problem solving and prioritization skills essential
+ Excellent teamwork skills
+ Flexibility in working hours required
+ Weekend coverage, ability to handle shift work required in Customer Services
**Employee Type:**
Permanent
UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
This advertiser has chosen not to accept applicants from your region.

Client Relationship Manager (Fund Distributors)

Woking, South East FE fundinfo

Posted 6 days ago

Job Viewed

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Job Description

Permanent

Are you ready to take on an exciting role that will allow you to manage and optimize relationships with key data vendors and distributors? Join us as a Client Relationship Manager – Data Vendors & Distributors and be part of a dynamic team committed to delivering best-in-class services!

In this role, you will have the opportunity to work on exciting projects that enhance our digital presence and improve customer engagement. You will collaborate with various departments, including marketing, IT, and customer service, to ensure the efficient and accurate flow of fund data, documents, and regulatory information. This is a unique opportunity to grow your career, develop new skills, and make a significant impact on our company's success.

Your key responsibilities as a Client Relationship Manager will include:

  • Cultivating and maintaining strong working relationships with data vendors and distributors, ensuring smooth and timely data exchanges.
  • Supporting the procurement and management of data vendor agreements, focusing on compliance and quality standards.
  • Collaborating with internal teams to address operational issues, data quality challenges, and vendor-related escalations.
  • Assisting in negotiating terms for licensing agreements with vendors and distributors to optimize outcomes.
  • Monitoring and responding to market and regulatory changes, providing input to enhance operational processes and compliance.
  • Acting as a liaison between asset managers and distributors, facilitating the exchange of key data and documents.

You will need the following experience and skills to join us as a Client Relationship Manager:

  • You must have proven experience in vendor or partner relationship management, ideally in a data-driven or financial services environment.
  • You will have strong interpersonal and communication skills, with the ability to foster trust and collaboration.
  • You should be familiar with market and regulatory changes affecting data distribution and compliance.
  • You need knowledge of licensing agreements and their applications in a regulatory or financial context.
  • You must be detail-oriented and results-driven, with a proactive approach to solving problems.

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!

At FE fundinfo, we pride ourselves on our inclusive and collaborative culture. We offer flexible working hours, hybrid work options, and regular team events to foster a positive work environment. Our commitment to learning and development ensures that you will have ample opportunities to grow and advance your career.

Benefits:

  • 25 days of annual leave with the option to buy an extra 5 days each year.
  • Benefit from enhanced paternity, maternity, and shared parental leave.
  • Secure your future with our pension scheme.
  • Advance your career with sponsored learning and development, including formal qualifications.
  • Private medical insurance as employee wellbeing matters.
  • Stay fit with discounted gym memberships.
  • Take advantage of the Bike to Work scheme for eco-friendly commuting.
  • Keep your eyes sharp with eye care and flu jab services.
This advertiser has chosen not to accept applicants from your region.

Institutional Client Service Relationship Manager

London, London Fisher Investments

Posted today

Job Viewed

Tap Again To Close

Job Description

The Opportunity:

As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies.

The Day-to-Day:

  • Lead portfolio reviews for clients and related partners

  • Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook

  • Become the expert on your assigned clients and their investment goals

  • Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects

  • Anticipate and fulfill client requests, identify opportunities and threats for each client

  • Identify cross-sell and addition opportunities for Sales Relationship Managers

  • Create customised action plans for each client to further build relationships and minimise risks

Your Qualifications:

  • At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry

  • Strong capital markets knowledge

  • Fluency in English, additional language skills an asset

  • Committed to maintain quality of work while sticking to self-imposed timelines

  • Engage with a wide array of audiences by phone, email and in person and also values collaboration

  • Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies

  • Enjoy travelling

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

  • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  • Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
  • $10,000* fertility, hormonal health and family-forming benefit
  • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. 

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

This advertiser has chosen not to accept applicants from your region.

Institutional Client Service Relationship Manager

London, London Fisher Investments

Posted today

Job Viewed

Tap Again To Close

Job Description

The Opportunity:

As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies.

The Day-to-Day:

  • Lead portfolio reviews for clients and related partners

  • Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook

  • Become the expert on your assigned clients and their investment goals

  • Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects

  • Anticipate and fulfill client requests, identify opportunities and threats for each client

  • Identify cross-sell and addition opportunities for Sales Relationship Managers

  • Create customised action plans for each client to further build relationships and minimise risks

Your Qualifications:

  • At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry

  • Strong capital markets knowledge

  • Fluency in English, additional language skills an asset

  • Committed to maintain quality of work while sticking to self-imposed timelines

  • Engage with a wide array of audiences by phone, email and in person and also values collaboration

  • Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies

  • Enjoy travelling

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

  • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  • Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
  • $10,000* fertility, hormonal health and family-forming benefit
  • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. 

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

This advertiser has chosen not to accept applicants from your region.
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Institutional Client Service Relationship Manager

London, London Fisher Investments

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

The Opportunity:

As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies.

The Day-to-Day:
Lead portfolio reviews for clients and related partners

Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook

Become the expert on your assigned clients and their investment goals

Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects

Anticipate and fulfill client requests, identify opportunities and threats for each client

Identify cross-sell and addition opportunities for Sales Relationship Managers

Create customised action plans for each client to further build relationships and minimise risks

Your Qualifications:
At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry

Strong capital markets knowledge

Fluency in English, additional language skills an asset

Committed to maintain quality of work while sticking to self-imposed timelines

Engage with a wide array of audiences by phone, email and in person and also values collaboration

Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies

Enjoy travelling

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
$10,000* fertility, hormonal health and family-forming benefit
A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
Gym subsidy of up to £50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

This advertiser has chosen not to accept applicants from your region.

Institutional Client Service Relationship Manager

London, London Fisher Investments

Posted today

Job Viewed

Tap Again To Close

Job Description

The Opportunity:

As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies.

The Day-to-Day:nLead portfolio reviews for clients and related partners

Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook

Become the expert on your assigned clients and their investment goals

Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects

Anticipate and fulfill client requests, identify opportunities and threats for each client

Identify cross-sell and addition opportunities for Sales Relationship Managers

Create customised action plans for each client to further build relationships and minimise risks

Your Qualifications:nAt least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry

Strong capital markets knowledge

Fluency in English, additional language skills an asset

Committed to maintain quality of work while sticking to self-imposed timelines

Engage with a wide array of audiences by phone, email and in person and also values collaboration

Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies

Enjoy travelling

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.nIt's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:n100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependentsn28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysnEnhanced maternity pay package with 16 weeks' top up to full base pay for eligible employeesn$10,000* fertility, hormonal health and family-forming benefitnA retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributionsnGym subsidy of up to £50 per monthnEmployee Assistance Program and other emotional wellbeing servicesnA collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

This advertiser has chosen not to accept applicants from your region.

Institutional Client Service Relationship Manager

75009 London, London Fisher Investments

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

The Opportunity: As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies. The Day-to-Day:Lead portfolio reviews for clients and related partnersEducate clients on Fisher investment philosophy, portfolio strategies, and market outlookBecome the expert on your assigned clients and their investment goalsWork with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projectsAnticipate and fulfill client requests, identify opportunities and threats for each clientIdentify cross-sell and addition opportunities for Sales Relationship ManagersCreate customised action plans for each client to further build relationships and minimise risksYour Qualifications:At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industryStrong capital markets knowledgeFluency in English, additional language skills an assetCommitted to maintain quality of work while sticking to self-imposed timelinesEngage with a wide array of audiences by phone, email and in person and also values collaborationDesire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategiesEnjoy travellingWhy Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
This advertiser has chosen not to accept applicants from your region.
 

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  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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