Description

The Opportunity

We are partnering with a leading investment management business seeking an experienced Client Services / Account Manager to join its institutional and platform client team on a 6-month contract.

This role sits within a high-performing distribution and client management function and offers broad exposure across institutional investors, platforms, mandates, pooled funds, and key investment stakeholders.

You will act as a key point of contact for sophisticated investment clients, delivering a best-in-class service experience while partnering closely with investment, operations, product, and distribution teams to support ongoing client relationships and business growth.

Key Responsibilities

• Act as a key relationship contact for a portfolio of institutional and platform investment clients, ensuring a high-quality end-to-end service experience
• Coordinate and deliver client reporting, investment updates, presentations, and bespoke reporting requirements across monthly, quarterly, and annual cycles
• Support the onboarding of new clients and mandates, including documentation, operational set-up, and stakeholder coordination
• Partner closely with investment, sales, and portfolio teams to support client review meetings, investment discussions, and servicing requirements
• Assist with RFPs, due diligence questionnaires, compliance reviews, and client information requests
• Manage client queries and issue resolution, working collaboratively across internal teams to ensure timely outcomes
• Coordinate cash flow, liquidity, and operational servicing requirements with internal and external stakeholders
• Support broader strategic client initiatives and relationship management activities, helping maintain strong client retention and engagement
• Build strong internal partnerships across investments, operations, compliance, legal, product, fund accounting, and distribution teams

You will ideally bring:

• Experience managing or supporting institutional, wholesale, or sophisticated investment clients
• Understanding of investment products including pooled funds, mandates, unit trusts, or platform structures
• Strong knowledge of fund operations and investment servicing processes
• Excellent stakeholder management and communication skills
• High attention to detail and ability to manage competing priorities in a fast-paced environment
• Strong written communication skills, particularly around reporting and client materials
• Intermediate to advanced capability across Excel, PowerPoint, CRM, and reporting systems