Job summary
Job post source
This job is directly from Investment Manager
Job overview
The Client Services Manager role at Investment Manager involves overseeing client servicing and managing a small team, supporting senior leadership in institutional relationship management and process modernization.
Responsibilities and impact
The role requires managing client servicing operations, leading a team of associates, supporting senior leadership with institutional relationships, and improving CRM and onboarding workflows.
Experience and skills
Candidates should have 6-10 years of client service or investor relations experience, preferably with credit or fixed income strategies, strong CRM skills, attention to detail, communication skills, and a collaborative mindset.
Work environment and culture
The company has a lean, entrepreneurial environment with a hybrid in-office work schedule, valuing proactive and hands-on approaches.
Company information
Investment Manager is a specialist investment firm with a 10-year track record of strong performance.
Team overview
The candidate will manage a small team of associates in client services.
Job location and travel
Hybrid work schedule with some in-office presence required.
Unique job features
The role focuses on modernizing and streamlining internal processes, especially CRM management and onboarding workflows, within a specialist investment management firm.
Company overview
Investment Manager is a financial services company specializing in managing investment portfolios for individuals, institutions, and organizations. They generate revenue through management fees, performance-based incentives, and advisory services, offering products like mutual funds, ETFs, and alternative investments. Founded to provide tailored financial solutions, the company has grown by leveraging market expertise, advanced analytics, and a client-centric approach. Candidates should note its reputation for innovation, strong client relationships, and a commitment to delivering consistent returns while adhering to regulatory standards and ethical practices.
How to land this job
Position your resume to highlight your 6-10 years of client service or investor relations experience, especially focusing on credit or fixed income strategies to align with the role's key qualifications.
Emphasize your leadership skills in managing teams and your ability to support senior leadership in building institutional relationships, showcasing your proactive and hands-on approach to client servicing.
Detail your expertise in CRM management, RFPs/DDQs, and streamlining onboarding workflows to demonstrate your capability to modernize internal processes as required.
Apply through multiple channels including the Investment Manager's corporate careers page and LinkedIn to maximize your application visibility and chances of being noticed.
Connect with current employees in the client services or investor relations division at Investment Manager on LinkedIn; use ice breakers like commenting on recent firm achievements or asking about their approach to client onboarding improvements to start conversations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client servicing,' 'CRM management,' 'RFPs/DDQs,' 'fixed income strategies,' and 'institutional relationships' to ensure it passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify optimal application platforms, and find relevant LinkedIn contacts, allowing you to focus your time on meaningful networking and interview preparation.
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