Associate Client Relationship Manager
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Key skills for this role
About the Role
Support client relationship management, ensure service delivery, enhance client experience, and identify growth opportunities in fund services.
Key Skills for This Role
Responsibilities
- Support the management of client relationships through regular interaction and responsiveness to queries
- Act as a secondary point of contact for assigned clients, ensuring timely and solution oriented responses
- Monitor service delivery across assigned clients to ensure agreed standards are met
- Track and follow up on client requests, issues, and deliverables
- Support senior CRMs in cross selling initiatives and client development activities
- Maintain accurate client records, pipelines, and CRM system updates
Requirements
- 3 5 years of experience in client servicing, relationship management, or operations within Fund Services or Financial Services
- Good understanding of fund structures, client servicing models, and operational processes
- Strong organisational and coordination skills with attention to detail
- Analytical mindset with sound numerical and problem solving abilities
- Bachelor's degree in finance, business, or a related discipline
Full Job Posting
Overview
- The Associate Client Relationship Manager plays a key supporting role within the CRM function, acting as a link between operational teams and clients to help deliver consistent, high quality service.
- The role focuses on service oversight, coordination, and client experience, while execution responsibility remains with the relevant Operations teams.
The Role & Key Responsibilities
- Support the management of client relationships through regular interaction and responsiveness to queries
- Act as a secondary point of contact for assigned clients, ensuring timely and solution oriented responses
- Build a strong understanding of client structures, objectives, and service expectations
- Gather and relay client feedback to internal teams to support continuous improvement
- Coordinate with internal stakeholders (Operations, Product, Compliance, etc.) to ensure effective service delivery
- Assist in preparing for client meetings, including materials and follow up actions
- Ensure consistent quality of communication and maintain a strong client centric approach across all interactions
- Monitor service delivery across assigned clients to ensure agreed standards are met
- Track and follow up on client requests, issues, and deliverables
- Escalate risks or issues appropriately to senior CRM team members
- Support the resolution of operational or service related issues
- Exercise sound judgment in identifying and escalating service, operational, or relationship risks
Attributes & Experience
- Approximately 3 5 years of experience in client servicing, relationship management, or operations within Fund Services or Financial Services
- Good understanding of fund structures, client servicing models, and operational processes
- Strong organisational and coordination skills with attention to detail
- Analytical mindset with sound numerical and problem solving abilities
- Bachelor's degree in finance, business, or a related discipline (professional qualifications are an advantage but not required)
Personal Attributes
- Strong communication and interpersonal skills, with the ability to engage confidently with clients and colleagues
- Client focused mindset with a proactive and solution oriented approach
- Collaborative team player with a willingness to learn and develop
- Commercial awareness with an interest in building client relationships
- Ability to prioritise effectively and manage multiple tasks
- Demonstrates ownership, accountability, and reliability in delivery
- Positive attitude with a strong desire for professional growth
Development Perspective
- This role is designed as a feeder into a full CRM position, providing exposure to client relationship management, commercial strategy, and senior stakeholder engagement over time.
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