Client Manager Wholesale
Client Manager Wholesale
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Job Description
Job Description
At aberdeen our ambition is to be the UKs leading Wealth & Investments group.
Strengthening talent and culture is one of our strategic priorities. We strive to make aberdeen a great place to work so that we can attract and retain the industrys best talent.
Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients customers colleagues shareholders and society.
We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service supported by leading technology and talent.
aberdeen comprises three businesses interactive investor (ii) Investments and Adviser each of which focuses on meeting and adapting to our clients evolving needs:
- interactive investor the UKs second largest directtoconsumer investment platform enables individuals in the UK to plan save and invest in the way that works for them.
- Our Adviser business provides financial planning solutions and technology for UK financial advisers enabling them to create value for their customers.
- Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market through either public markets or alternative asset classes.
About the department
Client Service sits within the Client Group function of aberdeen. Client Managers are an integral part of the Client Group and are responsible for managing servicing and building upon relationships with aberdeens wholesale clients. These clients typically distribute or select abrdn funds for underlying clients and are predominantly invested in pooled funds domiciled in the UK and Luxembourg.
Client Managers act as a key daytoday point of contact for our clients ensuring their onboarding and ongoing servicing requirements are handled in a timely proactive valueadd and accurate way. This is completed through successful collaboration with colleagues and external thirdparty suppliers.
About the role
As the Client Manager for Wholesale markets you will have the opportunity to provide excellent client service at all touch points and build and manage relationships internally to ensure it is not just the remit of one team but a collective effort across abrdn.
As part of the Client Service department you will be a pivotal part in driving a clientcentric culture and act as the voice of our clients to oversee and safeguard clients operational experience. This role focuses on the Wholesale market place and prior experience of this area is required.
Key responsibilities
Delivering Excellent Client Service
Responsibility for managing the servicing provision of an allocation of clients and providing adequate cover for team members during absences.
Managing client queries received in a timely accurate and professional manner.
Knowledge of internal processes including account opening dealing/settlement rebates/commercial terms and share class eligibility.
Owning client lifecycle events including onboarding changes or terminations. Working alongside internal teams and our external thirdparty suppliers to ensure an excellent client experience throughout.
Building Relationships
Acting as the principal point of contact for clients and strengthening and deepening these working relationships.
Working Within Required Control Framework
Minimising potential risks to the business by following agreed processes and procedures.
Ensuring breaches issues professional complaints are logged and resolved as required.
Digitisation and Automation
Creating and maintaining central client records for regulatory and internal purposes to enable accurate reporting and management information.
Maintaining Salesforce and Fund Master with accurate client data within the abrdn data
About the candidate requirements
Notable experience of client servicing environments within Financial Services with a strong focus on the wholesale market.
Solid understanding of investment markets instruments and economics.
Understanding of segregated and pooled account structures and client relationships.
Proactive approach to identifying and solving a vast range of problems.
Communication & Influencing ability to communicate clearly and effectively whether verbally or in writing.
Problem solving able to understand client requirements/problems identify potential risks involved and the necessary steps for resolution.
Client focus maintains focus on understanding the client and their needs and exceeding their expectations.
Teamwork cooperates and collaborates with colleagues across the business. Provides support and help to other members of the Client Service team.
We are proud to be a Disability Confident Committed employer. Therefore if you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.
Our benefits
Theres more to working life than coming home with a good salary. We have an environment where you can learn get involved and be supported.
When you join us your reward will be one of the best around. This includes 40 days annual leave a 16 employer pension contribution a discretionary performance based bonus (where applicable) private healthcare and a range of flexible benefits including gym discounts season ticket loans and access to an employee discount portal. You can read more about our benefitshere.
Our business
Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas our vectors of growth focused on our clients changing needs. You can find out more about what we dohere.
Were committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense this includes but is not limited to our diversity of educational and professional backgrounds experience cognitive and neurodiversity age gender gender identity sexual orientation disability religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy fairness and transparency and welcomes enquiries from everyone.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
Required Experience:
Manager
Employment Type
Full-Time
