Job title : Client Associate Manager
Job Location : Western Cape, Cape Town
Deadline : December 28, 2024
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Overview A vacancy has arisen for a Client Associate Manager within the M&G Client Associate Team. As a Client Associate Manager at M&G, you will play a pivotal role in managing and supporting a team to assist client-facing colleagues. The ideal candidate will foster collaboration, transparency, and continuous improvement within the team. Responsibilities include structuring efficient workflows, aligning internal processes across various departments, and enhancing institutional distribution documents.
Key Responsibilities Manage and support a team of Client Associates to assist client-facing colleagues, manage client relationships, and ensure high performance and collaboration. Develop a strategy and structure for an agile centralized workflow, enabling efficient communication and task management with iterative reviews. Mentor team members, providing development opportunities and relevant exposure to various client segments. Responsible for a panel of clients - handle client requests, including regular (monthly, quarterly) and ad-hoc reporting. Organize client due-diligence visits and report-backs, including agenda development and securing presenters. Work closely with the investment team in positioning and collating feedback for client requests. Synthesize data and find ways to automate workstreams. Facilitate the completion and review of due diligence questionnaires for existing and potential clients. Review fee invoicing and supporting calculations with finance. Oversee client onboarding processes, including mandate drafting, amendments with stakeholders, and KYC and screening requests. Collaborate with teams to enhance institutional distribution capability documents and presentations. Ensure timely completion and alignment of internal processes across Legal, Investment, Operations, Compliance, and Transitions teams. Maintain processes to ensure CRM system functionality and data integrity. Manage the communication strategy for clients, including maintaining target communication lists. Prepare and maintain monthly and quarterly reports on client flows, AUM, and fees. Provide key reporting dashboards and intelligence to the client-facing team. Oversee multiple projects within the institutional client value chain and represent the institutional client segment within relevant operational streams as required.
Attributes, Qualifications, Skills & Experience Postgraduate degree in finance or related field with an understanding of investment markets. Minimum 5 years of relevant experience in asset management with an understanding of the institutional market segment and stakeholders. Previous and/or current management experience in a similar role. Passion for project management and seeking effectiveness in client excellence. Solid understanding of investment products and the institutional landscape. Competencies & Personal Attributes Tenacity and strong planning, co-ordinating skills. Self-motivation and ability to maintain high levels of productivity. Experience in managing and leading a team. Ability to mentor team members and an understanding and focus on development. Clear and confident communication skills at all levels and strong analytical abilities. An ability to build strong working relationships with colleagues and clients. Strong analytical ability and productivity. Commitment to continuous learning and innovative thinking.
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