Client Service Manager: Delighting Clients through Exceptional Support

4 weeks ago

Sydney, New South Wales, Australia Barings Full time
Job Overview

We are seeking a highly skilled Client Service Manager to join our team at Barings. This role is responsible for delivering exceptional client service, ensuring seamless onboarding and transition processes, and contributing to strategic projects that enhance the client experience.

About Us

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. With a strong global presence and business professionals located across North America, Europe, and Asia Pacific, we provide innovative solutions and access to differentiated opportunities across public and private capital markets.

Key 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, working collaboratively with internal business partners 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 to agree messaging and timing.
  • Attend client meetings and conference calls when required, coordinating the agenda and materials when agreed with sales/investment partners.
Onboarding and Transitions:
  • Act as primary client contact and project manager for onboarding new clients, new funds, new distributors and existing clients onboarding new mandates.
  • Coordinate and communicate across internal business partners to ensure exceptional client experience, smooth process and resolution of any issues.
  • Work with Barings transfer agents and custodians to ensure all AML/KYC processes are followed and clients' accounts opened on a timely basis.
Salary and Benefits:

The estimated annual salary for this role is $80,000 - $110,000 depending on location and experience. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

Requirements:
  • 4-5 years of experience in a previous Client Service role within Asset Management.
  • Experience of providing excellent client service to clients in Australia.
  • Educated to Bachelor degree level.
  • Good understanding of investment products and concepts.
  • Strong interpersonal, written and verbal communication skills.

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