Associate Client Manager - 12 month FTC
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Key skills for this role
Role Overview
The Associate Client Manager supports a portfolio of institutional UK and Irish pension scheme clients invested in Liability Driven Investment solutions.
The role works with Client Managers, Relationship Managers, Client Directors, Portfolio Managers and operational teams to meet client requirements accurately and efficiently.
The role covers client onboarding, cash and collateral events, mandate changes, agreement reviews, transitions, client reporting and relationship support.
Key Skills for This Role
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About Columbia Threadneedle Investments
Columbia Threadneedle Investments is a global investment business with investment professionals across major asset classes and markets.
The business provides investment strategies and bespoke solutions for institutional and other clients.
Role Overview
The Associate Client Manager supports a portfolio of institutional UK and Irish pension scheme clients invested in Liability Driven Investment solutions.
The role works with Client Managers, Relationship Managers, Client Directors, Portfolio Managers and operational teams to meet client requirements accurately and efficiently.
The role covers client onboarding, cash and collateral events, mandate changes, agreement reviews, transitions, client reporting and relationship support.
Client Relationship Support
- Act as a primary contact for UK and Irish LDI clients and build relationships with clients, consultants and internal stakeholders.
- Respond to queries, participate in client and trustee meetings, and support meeting materials and follow-up actions.
Instructions and Client Management
- Assist with cash movements, LDI transactions, fund switches, rebalancing, collateral activities, mandate changes and account changes.
- Coordinate with internal teams, maintain audit trails, and support onboarding, documentation, agreement amendments, fee changes and reporting.
- Provide Client Manager cover, maintain client records, and support service continuity, knowledge sharing and business continuity.
Process Improvement
- Identify improvements to client servicing processes and controls.
- Support strategic initiatives, automation projects and operational efficiency programmes using technology such as Copilot and Salesforce.
Required Experience and Skills
- Experience in institutional asset management, pensions, investment operations or client servicing.
- Strong organisation, communication, collaboration, attention to detail and Microsoft Office skills, particularly Excel, PowerPoint and Outlook.
Preferred Experience
- Knowledge of LDI strategies and pension schemes, client instructions, investment transactions, onboarding, KYC/AML and mandate changes is advantageous.
- Experience with consultants, trustees, institutional pension clients or Salesforce is advantageous.
Work Arrangement
- Employees work in the office at least four days per week, with flexibility to work from home one day per week.
- Some roles may require additional in-office time or different expectations.
Employment Details
The role is full time and offered as a fixed-term contract for 12 months.
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