Client Account Manager - 1 year contract

  • Competitive
  • Londres, Angleterre, Royaume-Uni
  • Intérim, Plein-temps
  • Janus Henderson Investors
  • 22 mai 18
  • 2018-05-22

This role will provide first-class service to institutional clients and their consultants, meeting individual needs in a timely and efficient manner. It will involve management of relationships with internal and external clients and investment consultants, and will handle queries and performance of account administration to support these.

• Provide ultimate ownership for resolution of all non-investment related client queries
• Act as liaison point between clients and the transition team for all client transitions
• Ensure that changes to mandates are communicated to the legal team and reflected in IMAs and letters of amendment
• Manage the relationships with clients, in agreement with the Client Director and the client team
• Use technical knowledge and experience to ensure the administration of the clients’ funds runs smoothly - e.g. transitions, accounting queries, settlement queries, custody, cash movements and tax matters
• Proactively manage clients’ requirements by maintaining regular contact
• Respond to clients’ queries and requests promptly and efficiently, involving third party administrators, transfer agents, custodians and internal departments.
• Understand the SLA between Janus Henderson and third parties, such as BNP Paribas, JP Morgan and DST, and manage the expectations of clients

Other Functions

• Ensure the client reporting team is aware of the requirements for each client
• Liaise with relevant departments concerning compliance, regulatory issues, performance measurement, fee and finance related matters
• Maintain the client database, recording all communication with clients, ensuring all client and fund information is up to date and all work is activity tracked, in line with Departmental procedure
• Ensure fund profiles are updated on an ad-hoc basis and undertake an annual review
• Ensure all regulatory AML requirements are updated annually
• Lead or assist in projects, as directed
• Coordinate all client communication regarding product changes
• Maintain and improve investment and market knowledge
• Understand performance and its impact on internal and external relationships

Supervisory Responsibilities

• None

Technical Skills and Qualifications

• Experience of working in an Asset Management firm is preferable
• Sound experience in a similar relationship management role
• Good knowledge on all MS Office products
• Ability to prioritise and manage time efficiently
• Excellent attention to detail

Competencies Required

• Excellent interpersonal skills
• Ability to form good working relationships with all clients and internal stakeholders
• Confident and proactive approach

Ongoing competence in the role to be assessed by:

• Annual Performance Appraisal
• Completion of all assigned Compliance training

Compliance Requirements

At a minimum the role requires the individual to:
• Place the interest of Janus Henderson’s Clients first and always act in accordance with TCF (Treating Customers Fairly) principles
• Understand and comply with any federal, state, and foreign laws and regulations applicable for the role, and seeking the guidance of Compliance if this is unclear at any time
• Understand and comply with all relevant Janus Henderson policies applicable for the role, and seeking the guidance of the relevant policy owner if this is unclear at any time.
 
The individual in the role is ultimately accountable for his/her own actions and is responsible for seeking further information on any or all of the above as necessary.

Londres, Angleterre, Royaume-Uni Londres Angleterre GB