Lead and co-ordinate all activities for the retention and growth of our strategic clients through maintaining service excellence.
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The role/team has primary responsibility for the relationship with the clients and work collaboratively with all business units to ensure client satisfaction. The team/role is also responsible for facilitating change and the resulting costs and contract amendments.
What you’ll be doing:
Manage the client portfolio through a ‘net’ perspective ensuring profitable growth opportunities minimise any portfolio loss or re-pricing
Maintenance of a detailed Client Plan as the book of record to maintain history, corporate knowledge and to educate the business and maintain ongoing 18-month plan
Wide ranging engagement with colleagues in Fund Solutions and across the Group
Continuously broaden our connectivity across the clients’ business and across the C-suite to ensure we are viewed as a partner integral to their business model
Constantly explore and develop Fund Solutions’ upsell opportunities
Identify x-sell opportunities for Link Group where Fund Solutions has the lead relationship
Lead annual Strategic Relationship Review (SRR) process lining up executive team members from both organisations to review clients’ strategic plans and our response
Co-ordinate the ‘client team’ approach ensuring full knowledge of all IM and client initiatives and issues
Hands on engagement in issue resolution as part of the escalation process beyond the day to day
Work closely with Client Services ensuring clients expectations are fully understood
Responsible for communicating relationship issues to senior management teams across Fund Solutions and leading our response to the client
Provides client feedback on product functionality and future trends to business heads
Negotiates fee agreements within agreed profitability parameters
Maintenance of all critical information including Salesforce, contact management and call reports
What we’re looking for:
Strong communicator both written and orally
Great interpersonal skills
Attention to detail
Ability to collaborate with people at all levels
Has developed and managed clients
Good working knowledge of;
Current UK funds legislation
Demonstrable knowledge of the role and responsibilities of the Authorised Corporate Director (ACD)
The obligations of the investment manager under the guidelines as outlined in the COLL sourcebook
Operational knowledge of fund administration to ensure clear understanding of the processes involved in the Transfer Agency and Fund Accounting departments
Relevant regulatory exams, such as IAQ, IMC
About Link Group / Fund Solutions:
Our Funds Solutions division is a leading independent Authorised Fund Manager and provider of fund administration and transfer agency services. We leverage our specialist knowledge and technology to support traditional and alternative funds in UK, Ireland, Luxembourg and Australia, manage £100bn of assets with circa 500 people.
With a focus on strong governance, regulatory expertise and risk management, our business helps to manage regulatory compliance for asset managers and investors. Our unique place in the market, combined with our partnership approach, depth of experience and well-invested systems, enables us to support investment managers through the challenges of changing market and investor needs, and, as a result, help them to enhance returns, minimise costs and mitigate their risks.
What’s in it for you?
A very competitive basic salary plus benefits.
Company matched pension scheme, life assurance, a cycle2work scheme, fully paid maternity, adoption and shared parental leave, paternity pay of two weeks…and plenty more.
Voluntary benefits designed to suit your lifestyle – from discounts on retail and socialising, to health & wellbeing, travel and technology.
The possibility of a hybrid work approach.
You’ll get the chance to follow your chosen career path anywhere in Link Group. You’ll be joining a network of 7,000 experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career and we’ll provide the support you need to do just that.
What we hope you’ll do next:
Choose ‘Apply now’ to fill out our short application, so that we can find out more about you.
We’re an equal opportunity employer, which means we’ll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion and we’re committed to creating an inclusive environment for all employees
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