Client Services Manager

About the role

The Client Services Manager will ensure that all client reporting and servicing needs are met in line with client requirements and legal obligations. You will act as the primary liaison for onboarding new accounts across UCITS funds, private fund vehicles, and separate accounts, while building strong relationships with internal support teams.

Key responsibilities

• Deliver client reporting and servicing in accordance with contractual and regulatory standards.
• Oversee the timely onboarding of new accounts for UCITS funds, private funds, and segregated accounts.
• Understand clients' investment objectives, mandates, portfolio composition, and strategy.
• Collaborate with internal support teams to ensure seamless client service delivery.
• Define and manage projects aimed at improving internal client service procedures based on industry best practices.

Required profile

• Minimum of 5 years of relevant industry experience.
• Experience with equity and fixed‑income strategies.
• Proven track record in UCITS fund onboarding and handling related queries.
• Experience onboarding segregated accounts.

Required skills