Aegon Asset Management
Asset Management
ClientServiceManager
“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).
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