Client Service Manager

1 month ago


Cedar Rapids, Iowa, United States Aegon Asset Management Full time
Job Title: Client Service Manager

Job Summary:
Aegon Asset Management is seeking a skilled Client Service Manager to support and integrate services for our Third-Party Asset Management clients. This multifaceted role requires a blend of leadership, technical expertise, and excellent communication skills. The successful candidate will coordinate onboarding processes, manage complex client relationships, and collaborate with cross-functional teams to ensure client satisfaction.

Key Responsibilities:
  • Provide leadership to other team representatives and assist the Head of Client Services with complex client relationships.
  • Coordinate the onboarding of new clients and partners/distributors by leading cross-functional working groups both locally and globally.
  • Manage a caseload of larger, complex client relationships.
  • Handle ongoing client maintenance, including reporting, analyzing, and researching routine situations, offering alternatives, managing internal processes, and taking ownership to achieve satisfactory resolutions.
  • Maintain superior, friendly, and professional daily telephone and email communications with clients, consultants, and internal departments.
  • Work with minimal instruction or guidance, with significant latitude for un-reviewed actions or decisions.
  • Perform moderately difficult assignments with diverse scope and complexity, requiring originality, creativity, problem-solving, initiative, and independent judgment.
  • Coordinate special project and new initiates for the client service team.
Requirements:

Client Service Manager:
  • Bachelor's degree in finance or related field or equivalent education and experience.
  • 3 years of investment management experience.
  • Client service experience is strongly preferred; experience in a lead or training role for a client service team or similar experience working with investment professionals.
Senior Client Service Manager:
  • Bachelor's degree in finance or related field or equivalent education and experience.
  • 5 years of investment management experience, client service experience is strongly preferred; experience in a lead or training role for a client service team or similar experience working with investment professionals.
  • Demonstrate the ability to navigate and lead midsize complex cross-functional implementations.
Preferred Qualifications:
  • CFA strongly preferred.


Aegon Asset Management is an equal opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services, physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

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