Client Service Manager

Role Overview

• Deliver high quality service to clients in line with Investment Management Agreements (IMAs) and Columbia Threadneedle Investments standards.
• Act as first point of contact for client queries, requests, instructions, ensuring timely and accurate responses.
• Partner closely with Sales and internal stakeholders to support client retention and overall relationship development.
• Host client review meetings; support and participate in due diligence sessions, ensuring materials are accurate and well-coordinated.
• Build trusted relationships with clients through clear communication of service standards, enhancements and changes.
• Proactively identify opportunities to enhance client experience and improve service delivery.
• Coordinate and support the onboarding of new Institutional and Intermediary clients across regions and time zones.
• Facilitate communication across business areas involved in client take-on.
• Coordinate documentation, including AML/KYC and legal agreements, in partnership with relevant teams.
• Work with Operations and Reporting teams to ensure smooth operational setup and delivery of reporting requirements.
• Support effective issue resolution and escalation when required.
• Ensure timely delivery of routine client reporting and related deliverables.
• Coordinate with internal teams to maintain quality, consistency and accuracy of reporting outputs.
• Communicate relevant updates and notifications to clients, including fund updates, regulatory communications and periodic reporting.
• Contribute to the ongoing enhancement of client service processes, with a focus on improving efficiency, consistency and client outcomes.
• Support initiatives to streamline workflows and enhance scalability of service delivery.
• Participate in projects relating to system enhancements, regulatory changes and process improvements.
• Investigate and resolve client-related issues in a timely and accurate manner.

Requirements

• Significant working experience within global asset management, with exposure to Institutional and Intermediary client servicing in Asia Pacific.
• Strong understanding of investment management, financial instruments, fund operations and reporting
• Proven ability to manage multiple priorities and deliver to deadlines in a dynamic environment.
• Excellent stakeholder management skills, with the ability to work effectively across teams, functions and geographies.
• Strong problem-solving capabilities, particularly in relation to data, processes and client servicing.
• Good organizational and workflow management skills.
• Strong client relationship skills with a professional, responsive and solutions-oriented approach
• Sound judgment and ability to make decisions in complex situations.
• Effective communication skills, with the ability to present information clearly and accurately.

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible working arrangements
• Professional development
• Equipment allowances