Aegon Asset Management
Asset Management
ClientServiceManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Service Manager at Aegon Asset Management. Skills: Client Service Management, Client Relationship Management, Operational and administrative support. Acting as the primary office-based point of contact for a portfolio of clients.. Ensuring all client requirements, enquiries and requests are dealt with professionally, accurately, and within agreed timescales.”
What You'll Achieve.
Meeting the operational and administrative needs and expectations of a defined portfolio of clients; Deliver a consistently excellent standard of client service.; Maintenance of client satisfaction and client retention.; Contribute to both the growth and retention of revenue to the UK business.
Industry & Context.
You have the right to work in the UK., Credit and criminal record check., Satisfactory references.
What They're Looking For.
Must Have
High level of technical operational knowledge acquired either in relation to external clients, investment management firms, or both., High levels of numeracy are required., Excellent communication skills (verbal and written)., Excellent interpersonal and networking skills.
Nice to Have
knowledge of the marketplace and of the wider investment world, including investment markets., technical knowledge of investment products and services, across relevant asset classes., Track record of delivering excellent service to clients in the financial services industry.
What You'll Do.
Acting as the primary office-based point of contact for a portfolio of clients.
Ensuring all client requirements
enquiries and requests are dealt with professionally
and within agreed timescales.
Delivering Client Servicing activities.
Managing and leading client onboarding processes including onboarding of complex mandates
and feasibility checks for new or adjusted client offerings.
Implementing mandate changes and other client requests in the month end processes.
Supporting sales processes for all clients
Contributing as required to input into sales pitches
product amendments and new product launches as required based upon your experience and knowledge of your clients.
Building and developing relationships with key client contacts and maintaining working relationships with internal departments.
Developing and maintaining appropriate procedures to ensure client regulatory and contractual deliverables are met.
Proactively support process enhancements and process alignments within UK Distribution and look at processes from a top-down perspective.
Ensuring compliance with the Knowledge & Competence regime under MIFID II
which will require annual review and attestation of continued satisfactory knowledge and competence.
How You'll Work.
Team & Collaboration
maintaining working relationships with internal departments.
Communication Scope
Excellent communication skills (verbal and written).
Full Job Description
## **Job Description Summary** ## Job Description ** _Client Service Manager_** **Permanent** **Location:** Edinburgh **Closing date: 2nd June 2026** Aegon Asset Management is a leading global investor, our employees work from 13 locations across Europe, the Americas and Asia. We advise on assets for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Our people are our greatest asset, and we want Aegon Asset Management to be a place where they can bring their authentic self to work and do all they can to deliver on our strategic promises to our customers. We have a new opportunity for a Client Service Manager to join our team in Edinburgh. In this role, you will be one of the primary points of contact for clients, responsible for meeting the operational and administrative needs and expectations of a defined portfolio of clients, working in close liaison with relevant colleagues to deliver a consistently excellent standard of client service. This is a high impact role that is crucial for the maintenance of client satisfaction and client retention. Success in this role will contribute to both the growth and retention of revenue to the UK business, which in turn has a significant positive impact on the Aegon Asset Management group business. **Key Responsibilities include:** * Acting as the primary office-based point of contact for a portfolio of clients. * Ensuring all client requirements, enquiries and requests are dealt with professionally, accurately, and within agreed timescales. * Delivering Client Servicing activities. * Managing and leading client onboarding processes including onboarding of complex mandates, if required, and feasibility checks for new or adjusted client offerings. * Implementing mandate changes and other clie
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