Client Service Manager

4 months ago

Sydney, Australia Barings LLC Full time

Client Service Manager

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

**Job Summary**

The main purpose of this role is to be responsible for the successful resolution of day-to-day administrative and operational client queries, acting as the key daily contact point for designated clients in Australia.

This will require commitment and accountability for the success of regular client interactions, as well as responsiveness and strong communication with each client and the sales/ relationship manager. It will also require effective liaison with business partners across Barings, to leverage expertise and meet client expectations and deadlines.

Additionally, the role will include onboarding and transition tasks, being the client point of contact and liaising with the global onboarding and transition teams and other groups within Barings to successfully onboard new clients and complete transitions activities typical to the client lifecycle.

**Primary Responsibilities**

**Client Service**
- Work closely with sales/ relationship managers to deliver excellent end-to-end service for assigned clients, develop and maintain a strong understanding of client portfolios and service levels.
- Manage, coordinate and respond to incoming client queries, work collaboratively with internal business partners including sales, CPM, product management, client reporting, onboarding, investor relations, legal, compliance, data, technology and operations as needed to resolve queries and issues.
- Ensure all responses to client queries and requests for information are clear, accurate, comprehensive and timely.
- Deliver client communications on regular and key events, working with internal business partners including sales, CPM, product management, marketing, communications, legal and compliance to agree messaging and timing. Examples include: Client reporting, non-investment personnel changes, organisation changes/ developments, webinar invitations and shareholder notices.
- Attend client meetings and conference calls when required, coordinating the agenda and materials when agreed with sales/ investment partners. Coordinate prepare and host client operational due diligence meetings.
- Ensure systems such as Client 360 and Salesforce are updated with all relevant client data, information and interaction, alongside proactive communication with sales/ relationship team on issues, opportunities and developments. Maintain accurate client distribution lists.
- Oversee client service levels - coordinate initial assessment, monitor on an ongoing basis through Client 360 database, utilise agreed demand management process for additional servicing requests and escalate issues related to changes in client service levels.
- Distribute client reporting to agreed timings and using appropriate suite of reports. Ensure demand management process is followed for all new or enhanced reporting requests.
- Provide client service coverage for Barings' client base as needed to support colleagues in the Client Service Group.

**Onboarding/ Transitions**
- Act as primary client contact and project manager for onboarding new clients (retail or SMA), new funds, new distributors and existing clients onboarding new mandates. Similarly act as lead coordinator for implementation of change management events on existing funds and segregated accounts.
- Coordinate and communicate across internal business partners including sales, CPM, product management, client reporting, legal, compliance, and operations as needed to ensure exceptional client experience, smooth process and resolution of any issues. Coordinate contract negotiations and investment guideline decisions.
- Work with Barings transfer agents and custodians to ensure all AML/KYC processes are followed and clients' accounts opened on a timely basis and, in association with operations teams, ensure the timely and accurate set up of cash / securities custody accounts for Barings' segregated clients and in-house funds.
- Actively contributing to the evolution of transition and onboarding processes as ap

  • Marketing Growth Strategist

    1 month ago

    Sydney, New South Wales, Australia Client Full time

    Unlock Career Growth as a Marketing Growth StrategistWe are seeking an experienced and driven Marketing Growth Strategist to join our team. As a key member of our client-facing team, you will be responsible for developing and executing marketing strategies that drive business growth and profitability.In this role, you will work closely with our clients to...

  • Strategic Media Director

    4 weeks ago

    Sydney, New South Wales, Australia Client Full time

    OverviewWavemaker is a global media agency that believes there is always a better way to grow. Our mission is to positively provoke growth for our clients, people, and partners by shaping decisions and experiences through media, content, and technology.We are part of GroupM and WPP, the largest media buying alliance and marketing communications group in the...

  • Client Service Manager

    7 months ago

    Sydney, Australia BNP Paribas Full time

    The Client Services Management team is part of the global Client Development team responsible for all client management related activities (ie sales, client relationship management and client satisfaction) for the Securities Services business. Within this team, the Client Services Managers oversee the service delivery with an overall responsibility to ensure...

  • Client Service Manager

    4 months ago

    Sydney, Australia Barings Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.We thank...

  • Client Service Manager

    2 weeks ago

    Sydney, Australia BNP Paribas Full time

    **POSITION PURPOSE**: The purpose of this maternity cover contract position is to support the Institutional and Wholesale Distribution business in Australia / New Zealand from a client service perspective. Key Responsibilities Client servicing - Oversight of daily Trust price review and distribution, website update - Review monthly/quarterly/annual...

  • Client Services Manager

    3 months ago

    Sydney, Australia Cognition Education Full time

    **Client Services Manager** **Location: Australia** **Salary: $100,000 **Our Story** Wavelength is one of New Zealand and Australia’s leading learning design agencies, working across both the education sector and workplace learning and development. We’re in an exciting period of growth and we’re looking for the right person to join our Wavelength...

  • Client Services Manager

    7 months ago

    Sydney, Australia S2M Full time

    Up to $130K + Super + Bonus - Opportunity for international travel and career development - Enjoy Fridays WFH! Are you ready to take your client relationship management skills to the next level in a rapidly scaling company, supporting global accounts and driving impactful growth strategies? Join a dynamic team at a forefront company in international...

  • Client Services Manager

    4 months ago

    Sydney, Australia Broadridge Full time

    At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. We are seeking an exceptional Client Services Manager to join our team at Broadridge. This senior hands-on role is pivotal for managing...

  • Client Service Manager

    7 months ago

    Sydney, Australia Prosperity Advisers Full time

    **There are three reasons why people enjoy working at Prosperity. Our people, our clients and our innovative culture.** - Our people are our power_ - Our culture inspires teamwork, connectedness and growth; we harness energy and talent to collaborate and achieve shared goals. - We create strong financial futures_ - Our people are skilled across the financial...

  • Client Services Manager

    3 months ago

    Sydney, Australia TEG Full time

    **An exciting opportunity has arisen for a Client Services Manager to join our Ticketek team based in Sydney.** **About Ticketek** Ticketek has over 40 years' experience ticketing the biggest live events and venues in Australia. Ticketek sells over 23 million tickets to more than 20,000 events each year, including concerts, sports, theatre, musicals,...

  • Manager, Client Services

    7 months ago

    Sydney, Australia Cashrewards Full time

    Heyyyyy! We're Cashrewards, Australia’s most loved cashback platform. - Shoppers love us, but not just shoppers, our team think we’re pretty awesome too. So much so that they recently voted and now we’re a certified Great Place to Work. As they say, the proof is in the pudding socheck out this role to see if you fancy a slice yourself. **About the...

  • Client Services Manager

    7 months ago

    Sydney, Australia UBS Full time

    **Your role** Do you prosper in a client-focused role that works with the wholesale business? Are you at your best when providing high quality services to clients and intermediaries problem solving with authority? Do you have an aptitude for governance, as well as strong communication and data skills? We are looking for someone who can: - own and develop...

  • Client Services Manager

    7 months ago

    Sydney, Australia UBS Full time

    Australia - Client advisory / Relationship management - Asset Management **Job Reference #** - 283761BR **City** - Sydney **Job Type** - Full Time **Your role** - Do you prosper in a client-focused role that works with the wholesale business? - Are you at your best when providing high quality services to clients and intermediaries problem solving with...

  • Client Service Manager

    1 month ago

    Sydney, Australia Club Grand HIT Full time

    **Club Grand HIT (Horikuro Corporation Pty Limited 87 146 749 546)** **Position Opportunity: Client Service Manager** **Company description** Club Grand HIT is a new-age Japanese (“Kyabakura”) club, located at Castlereagh St, Sydney 2000 NSW. It’s more than just a bar or typical night club, it’s an experience! The atmosphere and the staff are what...

  • Client Services Manager

    6 months ago

    Sydney, Australia Elias Recruitment Full time

    Client Services & Sales Manager x 2 - CBD locations - $90-100K+s + bonus This extremely professional serviced office requires 2 x executive and polished Client & Sales Manager’s to oversee the running of two of their prime CBD locations. Your goal is to ensure the smooth running of each site to enable both employees and clients to operate collaboratively....

  • Manager, Client Services

    6 months ago

    Sydney, Australia Beaumont People Full time

    Full time permanent role with a great NFP organisation - A leadership position across sites in Terrey Hills, St Ives and Lane Cove - Competitive remuneration package of $104,526-$109,138 + Super + NFP Packaging **Manager, Client Services**: - Full time permanent role with a great NFP organisation - A leadership position across sites in Terrey Hills, St...

  • Client Services Manager

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    6 months contract role - Work where we work best - Hybrid office/work-from-home environment - Modern Sydney CBD office environment- Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market.- Jacaranda is currently seeking a Client Service Manager to join the...

  • Client Service Manager

    6 months ago

    North Sydney, Australia Kogan People Solutions - recruiters Full time

    **Client Service Manager - Wealth Industry - North Sydney** Kogan People Solutions, recruiters, are assisting a financial services firm in North Sydney delivering tailored solutions to help their valued clients make sensible decisions about their money. This highly reputable firm, passionate about helping clients achieve their best, now seeks an...

  • Client Services Manager

    6 months ago

    Sydney, Australia Unidex Healthcare Full time

    **Client Services Manager**: - Competitive salary and commision structure - Immediate Start - Based in North Strathfield, NSW **About the Company**: Unidex Healthcare are a privately owned recruitment company established in 2001 and operate across Australia, with our main offices in Victoria, New South Wales, South Australia and Queensland. Unidex actively...

  • Client Service Manager

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    Join our growing Jacaranda team on a 12 month Fixed Term contract - Collaborate with our top performing Advice team - Hybrid work environment with WFH and true flexibility Join our growing Jacaranda team as a Client Service Manager. Liaise with clients and become a trusted point of contact, building strong relationships. Collaborate with advisers to...