William Blake Group
Institutional Client Service
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About the Role
We are seeking an experienced Client Services Manager to act as the primary point of contact for Institutional clients (Separate accounts) across the full client lifecycle. This role is responsible for overseeing the negotiation and implementation of Investment Management Agreements (IMAs), onboarding new client accounts, and ensuring a high standard of ongoing client servicing. Working closely with Portfolio Management, Sales, Compliance, and Operations teams, the role ensures complex account structures and client-specific requirements are accurately implemented and maintained.
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Key Responsibilities
- Serve as the primary contact for institutional clients, managing investment, operational, legal, compliance, and reporting inquiries.
- Negotiate, manage, and implement Investment Management Agreements (IMAs), ensuring adherence to internal standards and investment guidelines.
- Support Portfolio Management teams with advisory accounts and pooled product development, implementation, and ongoing management.
- Oversee client communications to ensure accuracy, consistency, and delivery within agreed service standards.
- Coordinate RFIs, DDQs, audit requests, compliance attestations, and operational due diligence reviews.
- Investigate operational errors or compliance breaches, managing escalation and client communication where required.
- Partner with Sales and global teams to enhance processes, support client servicing, and drive retention and growth.
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Required Skillset
- 10 years experience in a similar role working in Asset Management
- Previous experience onboarding Institutional clients
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