Client Relationship Manager – Investment Management

My client is seeking to hire a Client Relationship Manager to join their growing team in London. This role is responsible for managing a portfolio clients, owning the end-to-end client experience, ensuring ongoing oversight and compliance with legal, regulatory and fiduciary obligations while building strong client and stakeholder relationships. You’ll lead service delivery, performance management, and issue resolution to drive strong client satisfaction.

Key Responsibilities

• Manage the day-to-day oversight of a portfolio of client funds, reviewing delegated service provider reporting and ensuring appropriate follow-up actions.
• Build and maintain strong relationships with clients, fund boards and key service providers, including investment managers, administrators, distributors and depositaries.
• Coordinate monthly, quarterly and annual reporting, establishing effective reporting frameworks, KPIs and service level agreements.
• Maintain compliance and fund governance policies, ensuring regular review and updates.
• Oversee the preparation and review of financial statements and related documentation, working closely with administrators and auditors ahead of board approval.
• Attend quarterly board meetings, presenting governance and oversight reports, key issues and regulatory updates.
• Manage board and client communications, escalating matters where required and liaising with internal stakeholders.
• Monitor fund budgets, expenses and variances, and support projects including fund launches, closures and service provider transitions.
• Keep up to date with regulations, ensuring regulatory changes are communicated and implemented effectively.
• Contribute to process improvements, technology enhancements and wider business initiatives to support operational excellence.

Skills required

• Achieved a recognised professional or third level qualification that is relevant to the role.
• At least 8+ years of relevant industry experience in a funds service or funds management organization.
• Knowledge of UCITS, AIFMD, MiFID or similar regulated fund structures.
• Gained good operational experience within a depository/custodian/fund accounting/transfer agency environment
• Possesses good knowledge of either front office investment management role or experience in the operations of the middle and back-office functions of an investment manager
• Ability to develop and maintain relationships with clients & service providers and work with them to navigate challenges and resolve issues.

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