Client Manager, Wholesale

Edinburgh, Scotland, United Kingdom

11/28/2024

Job Description

At abrdn, our purpose is to enable our clients to be better investors.

Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.

About The Department

Client Service sits within the Client Group function of abrdn. Client Managers are an integral part of the Client Group and are responsible for managing, servicing, and building upon relationships with abrdn’ s 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 day-to-day point of contact for our clients, ensuring their onboarding and ongoing servicing requirements are handled in a timely, pro-active, value-add and accurate way. This is completed through successful collaboration with colleagues and external third-party 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 client-centric 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 third-party 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 – co-operates 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

There's 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 benefits here.

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 do here.

We’re 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.