Own response to service elements of Requests ForProposals (RFPs), pitches & initial due diligence events.

Establish client service intent and map to the firm’s capabilities.

Discuss & start to manage service expectations with the client.

Identifyand begin to investigate/challenge potential service complexities.

Start to identify and drive solutions to service needs.

Manage client engagement throughout event including negotiation of client contractual documentation in partnership with our contracting experts.

Engage internal teams as required and own event from client perspective.

Ensure clear understanding of client service intent internally as this evolves.

Finalise mandate guidelines/restrictions and rebate terms with the client and ensure correct coding internally.

Agree and document proposition with client & internally.

Provide / set up provision of required (e.g. regulatory) information to client.

Support client through necessary documentation/due diligence requirements (AML/KYC, Distributor, etc.).

Verify that service setup and first deliverables match client expectation.

Be able to own the ongoingclient relationship, partnering appropriately with Sales colleagues to ensure a unified overall client engagement experience.

Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements

Be accountable to the client for the resolution of investment- and service-related issues and changes, coordinating with responsible internal teams to ensure accurate and timely delivery.

Co-ordinate and own prep, meetings and follow-up for ongoing events such as due diligence and investment review meetings.

Navigate the firm for the client (e.g. bringing the right experts into the client meeting for specific investment and servicing topics).

Proactively monitor delivery vs proposition, including sign-off where required for service deliverables, and address areas of inefficiency/performance challenges.

Proactively identify client impact due to regulatory/industry change and commission necessary response internally.

Proactively identify and drive client specific & thematic improvements to their experience.

Conduct periodic service reviews with the client and consult with them to achieve a better client experience.

Building internal partnerships across our firm to drive better outcomes for our clients and our partners.

Working with Client Management leadership to identify and migrate activities to the relevant centre of expertise.

Identifying and driving opportunities for consistency of engagement and delivery across regions.

Identifying and driving process efficiencies, simplifying/enhancingcontrols anddesigning/providing management information to help us manage our team and client experience more effectively.

Contributing stronglyto the design and delivery of strategic change across the team.

Institutional client relationship managementexperience, including experience of Fiduciary, LDI, Segregated and Institutional Pooled mandates.

Stronginvestment management experience including thoroughunderstanding of fund management, financial instruments, administration processes, performance analysis and reporting.

Must be a structured individual with strong workflow management and project management skills.

Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.

Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business.

Good self-organisational and time management skills; ability to work under pressure to short deadlines.

Drive and enthusiasm demonstrated through strive to achieve a first-class service management function.

Ability to make clear decisions and exercise sound judgement; demonstrable problem solving, specifically around data and process.