Client Service Manager

il y a 2 jours


Luxembourg Schroders Temps plein

**Client Service Manager**

**Who we’re looking for**

We are looking for someone who will integrate in a well-established team and, while working independently on a market, who is a team player and who will support and assist the Rest of the World Pooled Fund clients service team (USA, Canada, Latin America, UK, South Africa, APAC, Oceania and Global Financial Clients) to run the daily activities.

You’re skilled in the mutual funds industry with an appetite for private assets products and any other products and vehicles.

**About Schroders**

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

**Overview of the Role**:
The Client Service Manager (CSM) is responsible for:

- Ensuring all clients receive an excellent and consistent level of service;
- Promoting the complete range of services provided by Schroder Investment Management Europe (“SIM EU”);
- Identifying new service requirements and anticipating clients’ needs;
- Being the first point of contact for the Schroders Sales offices worldwide regarding new business, existing client relationships and any queries related to SIM EU;
- Handholding and facilitating the client on-boarding process for SIM EU fund ranges & products;
- Monitoring the client lifecycle and strengthening the relationship in close collaboration with the Sales Office and with the internal stakeholder.

**What you’ll do**
- Serve and support the clients of the markets allocated, cover all business streams and act as the interface between SIM EU and internal/external clients on any queries and client-related processes for SIM EU funds by ensuring appropriate actions are taken;
- Understand the client’s local market & regulatory requirements thanks to regular contact with the Schroders Sales’ teams which enables you to support suitable solutions for SIM EU products implementation;
- Know the top tier clients of the market(s) allocated and adapt/prioritize the support given accordingly;
- Be responsible for the client on-boarding process for SIM EU products for the dedicated clients and, working closely with the AML/KYC team, ensure that all the relevant due diligence documentation is obtained, analyse the business related due diligence aspects and complete the client business form accordingly;
- Manage client concerns and official complaints swiftly in line with internal procedures, proactively provide conflict resolution and ensure client satisfaction;
- Develop and maintain long-term relationships with existing clients, support client requirements in relation to products, inform them on new regulations and specific or new market requirements;
- Arrange monthly calls with the Sales Office to understand their local market requirements and support them in their initiatives by arranging suitable solutions;
- Review services and processes on a regular basis (incl. procedures and working instructions), assess gap analysis against market practice and the local industry with the mind-set of offering the highest standard of service;
- Ensure that agreements for the clients are regularly reviewed, risk client profile reassessed in line with any changes, the contact information is regularly maintained and updated into the various systems;
- Responsible for ensuring approval of non standard financial terms and communication with Finance rebate in respect of rebate accruals;
- Support Monitoring and Oversight team in the exception management analysis (e.g. cross border distribution, target market, distributors MIs and RASC);
- Ensure usage and update of tools (e.g. local CQM mailbox, PEGA, LAM, SalesForce, etc );
- Attend the Schroder Distribution Committee as required to present new business opportunities for Medium and High risk clients;
- Participate in SIM EU or Schroders group projects and initiatives as required;
- Continuously embrace opportunities to enhance knowledge by participating in conferences, workshops and trainings, keep up to speed with industry changes and new practices, maintain a good overview of the company’s processes and new initiatives;
- Ensure the service level is of the highest standard by performing tasks in line with internal procedures and policies agreed upon by the relevant counterparties.

**The knowledge, experience and qualifications you need**
- A confirmed experience in a similar position
- Fluency in English (verbal and written) is mandatory
- Exceptional written and verbal communications skills
- Customer focused with commitment to providing exceptional client service
- High standards of professionalism

**The knowledge, experience and qualifications that will help**
- Kno


  • Client Services Manager

    il y a 3 jours


    Luxembourg IQ-EQ Temps plein

    **Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. As Client Services Manager/Director, you will act as a senior-level executive responsible for overseeing...

  • Client Service Manager

    il y a 3 jours


    Luxembourg MFS Investment Management Temps plein

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Client Service Manager

    il y a 1 semaine


    Luxembourg MFS Investment Management Temps plein

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Client Service Manager

    il y a 2 semaines


    Luxembourg Schroders Temps plein

    **Client Service Manager** **Who we’re looking for** We are looking for a Client Service Manager (CSM) to join our Client Service team in Luxembourg. You will be part of a team that will be responsible for providing client service support to specific markets within the Client Group (e.g. onboarding, agreement management and rebates management). As a CSM...

  • Client Services Manager

    il y a 3 semaines


    Luxembourg Next Gate Tech Temps plein

    **What You Will Do**: **What You Will Do** - Understand clients’ technology, operational infrastructure, fund structure and business vision - Identify, and communicate clients’ requests/needs to various business functions, operational and support teams to deliver on client expectations - Centralize within JIRA client requests in relation to the platform...

  • Client Services Manager

    il y a 2 jours


    Luxembourg BNP Paribas Temps plein

    CLIENT SERVICES MANAGER (M/F) (JOB NUMBER: FVS CSM 01) - The Securities Services business of BNP Paribas is one of Europe's leading providers of custody services for securities._ - The Luxembourg branch plays a major part in its operations, offering clients high value-added services extending from custody to securities lending, fund administration,...

  • Client Services Manager

    il y a 5 jours


    Luxembourg Crimson Panda Temps plein

    Crimson Panda are proud to be partnered with Apex Group who are looking for a Client Services Manager. Role Location: Munsbach Department: PE Fund Administration Employment Type: Permanent contract **The Role & Key Responsibilities**: - Management and oversight of team of PE fund accounts and associated clients, ensuring efficient work allocation,...

  • Assistant Manager

    il y a 2 jours


    Luxembourg LRI Invest S.A. Temps plein

    Do you have **Assistant Manager (Client Services)** experience, and are you looking for a new opportunity in Luxembourg? Apex Group is seeking a flexible, full-time **Assistant Manager in Client Services**, and the role comes with an attractive salary and benefits package. As an **Assistant Manager (Client Services),** you will be responsible for managing a...

  • Manager Legal

    il y a 3 jours


    Luxembourg CSC (Corporation Service Company) Temps plein

    **Manager Legal & Corporate Services** **Location: Luxembourg** **Vacancy Type: Permanent, Full -Time As a Manager Legal & Corporate Services at Intertrust you have the opportunity to lead a dynamic team of passionate and talented people. Your responsibilities as a core member of the team will be incredibly diverse and include strategy, structuring and...


  • Luxembourg Northern Trust Corp. Temps plein

    **About Northern Trust**: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our...


  • Luxembourg CSC (Corporation Service Company) Temps plein

    **Senior Manager Depositary Services** **Intertrust Luxembourg** **40h/week** **Hybrid We’re hiring a Senior Manager Depositary Services for our CSC Luxemburgish onboarding team. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. CSC is a place where you’re...

  • Client Service Manager

    il y a 2 jours


    Luxembourg Edmond de Rothschild Temps plein

    LUXEMBOURG MISSION PRINCIPALE Vous êtes en charge du suivi administratif et opérationnel d’un ensemble de relation avec des tiers gérants. Vous serez en relation directe avec les partenaires externes afin de répondre dans les meilleurs délais à leurs attentes et questions. Le poste s’inscrit dans une équipe globale que forme le département...

  • Manager Legal

    il y a 1 semaine


    Luxembourg CSC (Corporation Service Company) Temps plein

    **Manager Legal & Corporate** **Department: Corporate Services** **Vacancy type: Permanent **The position** As a Manager Legal & Corporate, you play a critical role in the success of our business. Your typical day will see you working on a wide range of diverse and dynamic projects, including: - Working closely with our clients to structure their lease,...


  • Luxembourg State Street Corporation Temps plein

    State Street Corporation LuxembourgPosted 1 day ago Permanent Competitive - Client Service Management, Officer Level **INTERNATIONAL FINANCIAL DATA SERVICES (IFDS)** IFDS, established in 2007, is a market leader in Transfer Agency Services committed to providing high quality services and technology to our clients, with European offices in Dublin and...

  • Client Account Manager

    il y a 14 heures


    Luxembourg UBS Temps plein

    Luxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 274231BR **City** - Luxembourg **Job Type** - Full Time, Temporary / Contract **Your role** - Are you ready to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? - We’re looking for a...


  • Luxembourg Autosight Temps plein

    Your responsabilities are: - Actively manage and develop the relationship of an assigned Private Capital client base, - Maintain existing revenue and improve direct contribution, - Manage the organic development of the account, e.g. new fund launches and service expansion with Client Vision (CRM tool) update in terms of revenues, - Full ownership of KYC/AML...

  • Client Accountant

    il y a 2 semaines


    Luxembourg CSC (Corporation Service Company) Temps plein

    **Are you ready to change how business gets done? **_So are we. _** **Client Accountant** **Strassen, Luxembourg - **On-Site** **Monday to Friday 8:00 a.m. to 5:00 p.m.** **There is limited opportunity for work sponsorship. Time on-site or time zone may be necessary based on business need.** CSC ® is the world’s leading provider of business, legal,...

  • Client Accountant

    il y a 4 semaines


    Luxembourg CSC (Corporation Service Company) Temps plein

    Client Accountant CSC, Luxembourg Full Time, Hybrid **Some of the things you will be doing**: - Responsible for maintaining a portfolio of Special Purpose Vehicles (SPVs) and client relationship - Bank and Cash administration - Invoice management (Accounts payables/Accounts receivables) - Bookkeeping, preparation of financial reports, working papers and...

  • Corporate Manager

    il y a 1 semaine


    Luxembourg JTC Group Temps plein

    **Join JTC where your contribution will be valued**: We currently have an exciting opportunity for a Corporate Manager to join our team in Luxembourg **Purpose of Job**: JTC is currently looking to employ a Coporate Manager to join an experienced legal team dealing with regulated clients. This exciting new role is in line with the continued growth of JTC,...


  • Luxembourg State Street Temps plein

    **Key Responsibilities** - Share your expertise with the team members and assist them in finding the resolution process in case of complex queries - Assist the team manager in coordinating the team work - Responsible for daily activities and beyond - Review the deliverables/ outputs prior to be send to the client and ensure high quality client service -...