William Blake Group
Client Services Manager
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Join a growing fintech business that works with leading institutional asset managers to transform the way investment data is managed and delivered. This is a broad client-facing role offering exposure across onboarding, operations, consultant databases and technical project work within a collaborative, entrepreneurial environment.
The Opportunity
Join a specialist fintech business supporting institutional asset managers with innovative data and reporting solutions.
- Take ownership of client relationships from implementation through to ongoing support, working closely with sales, operations and technology teams.
- Enjoy a varied role where you'll contribute across client services, onboarding, consultant database delivery and operational improvement projects.
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Requirements
- Around 2–5 years' experience within client services, consultant databases, investment operations, client reporting or a similar role supporting institutional investment clients.
- Strong understanding of the operational environment within asset management or financial technology, with experience managing client relationships and onboarding processes.
- Excellent communication and organisational skills, with a proactive approach and the ability to work closely with technical teams to deliver solutions for clients.
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If you're looking for a role where you can make a genuine impact within a growing business and work across multiple areas of the client lifecycle, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
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