Client Services Manager

Job description

Sigmar are currently working with a leading Fund Manager in their search for a Client Services Manager. This is a busy space for the business and therefore candidates will have excellent attention to detail and the gravitas to communicate effectively with senior external stakeholders. 

Responsibilities of the client services manager:

  • Work closely with counterparts from the operational teams to ensure smooth service delivery of key priority projects
  • Plans and facilitates client meetings/calls including scheduling client service review meetings/calls and visits; preparation for and follow up of client meetings
  • In conjunction with the Relationship managers, engages with the Client on difficult / complex issues
  • Consistently displays a balanced, cross-functional perspective, liaising with the business to proactively improve efficiency, effectiveness and productivity.
  • Oversight of all fee billing to ensure it is issued in a timely manner in line with the Service Level Agreement (SLA)
  • Work closely with Relationship Managers to execute change agenda for the Client across a broad range areas including restructuring of funds
  • Engage regularly with a range of departments within the Client
  • Responsible for the creation of and subsequent monitoring of performance against Service Level descriptions
  • Responsible for due diligence visits / calls in conjunction with the Relationship Managers and internal teams
  • Ensures follow up to day-to-day client queries and issue resolution in conjunction with Fund Accounting / Transfer Agency etc.
  • Partners with the Relationship Managers and ensures issues are communicated and escalated in a timely manner both internally and directly with the clients


  • The ideal candidate will have a strong track record with multiple years experience in financial servicing, preferably in trust or asset servicing
  • Knowledge of trust or asset management and accounting required to manage client relationships
  • Knowledge of general finance and portfolio management concepts to consult on client needs
  • Skills in negotiation, delegating and leadership are necessary to service the client relationship
  • Previous experience in a similar role

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