Where you’ll fit in & what our team goals are…
You will retain existing pooled and segregated UK Institutional clients through proactive maintenance and development of relationships with both clients and their consultants.
Build relationships with new clients won by the wider UK Institutional Business.
Cross sell to existing clients where possible and appropriate.
Participate in the origination of new business and the sales process.
Responsibilities
How you'll spend your time....-
Maintain a log of client tiering across the team and ensure service delivery consistent with each client’s status
- Manage the book of clients you have responsibility for through:
- Understanding the client and their requirements
- Take every opportunity to improve the client experience
- Delivery of SLA in respect of client tiering
- Ensure timely response to day to day queries
- Escalate issues as appropriate
- Communicate investment strategy ideas and market intelligence in a pro-active manner
- Be an advocate for the client within Columbia Threadneedle
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Seek the status of trusted adviser with clients
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Leverage the time and resources of the investment teams effectively
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Help develop the service proposition
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Improve effectiveness and ‘joined up’ dealings between the various client centred departments including Operations, Change, Client Services, Legal, Marketing
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Ensure Salesforce accurately reflects all client details, contact activity and pipeline
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Accountable for ensuring CMBOR reflects client portfolio parameters
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Maintain up to date knowledge of investment markets and CTI strategies in order to be able to discuss the same with clients and their consultants
Required Qualifications
To be successful in this role you will have …-
We will consider candidates from a variety of backgrounds including Institutional Relationship Management, Institutional Client Services, Consultant Relations or Pensions Consulting
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Successfully completed the IMC as a minimum
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Have started, completed or be willing to complete further relevant qualifications
Preferred Qualifications
If you also had this it would be great…-
LDI experience is a plus but not essential
About Our Company
You’ll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.
Here, you’ll find growth and career opportunities across all our businesses. We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies and we have the capability to create bespoke solutions matched to clients’ specific requirements.
Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We welcome applications from returners to the industry.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.