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Client Relations Associate

2 months ago

Charlotte, North Carolina, United States Barings Full time

Company Overview

At Barings, we prioritize the growth and development of our associates just as much as we do for our clients. We value dedication, integrity, and effective communication, recognizing the unique skills and expertise each team member brings to the table. Our commitment to collaboration and client-focused service is paramount.

Position Summary

We are looking for an Associate to join our Global Investor Relations Team based in Charlotte. This role is essential for supporting our U.S. team while collaborating with colleagues in London and Hong Kong. The successful candidate will manage daily Investor Relations operations, engage with clients and internal teams, and contribute to enhancing the overall Client experience.

Key Responsibilities

  • Coordinate with various Transfer Agents, participate in regular service review meetings, address escalated issues, and ensure compliance with SLAs and KPIs.
  • Handle dealing, settlement, registration, and waiver inquiries from Transfer Agent partners, ensuring adherence to market standards and timely execution.
  • Oversee Capital activities such as subscriptions, redemptions, transfers, and non-financial tasks including new investor setup, data maintenance, and responding to client inquiries.
  • Collaborate with Transfer Agents to resolve AML Customer Due Diligence (CDD) issues and conduct annual reviews.
  • Complete requests from Distributors, Fund Platforms, or Data Vendors for fund data templates accurately and promptly.
  • Foster positive and collaborative relationships with colleagues across departments, including Portfolio Management, Compliance, and Client Onboarding.
  • Assist in onboarding new clients within the Retail/Wealth channel, coordinating with business partners and service teams to ensure a seamless Client experience.

Qualifications

  • Minimum of 1 year of experience in asset management, transfer agency, or banking, specifically in an Investor Relations capacity.
  • Strong client-centric approach and excellent interpersonal skills, reflecting our firm’s culture.
  • Experience in the Wealth/Retail sector, with familiarity working alongside RIAs and custodians being advantageous.
  • Ability to thrive under pressure, manage multiple tasks, and respond to inquiries from clients and colleagues effectively.
  • Proficient in Microsoft Office Suite.

Barings is an Equal Employment Opportunity employer. We encourage all individuals to apply, regardless of their background.

Benefits Overview

Barings provides a comprehensive benefits package, including:

  • Health and Wellness: Medical, Dental, and Vision Coverage, along with a Fitness Center Reimbursement Program.
  • Financial Security: Competitive 401(k) Plan with Company Match, Health Savings Account, and Flexible Spending Accounts.
  • Life Insurance: Basic and Supplemental Life Insurance options for employees and their families.
  • Time Off: Paid Vacation, Sick Days, and Holidays, along with Paid Leave of Absences.
  • Additional Benefits: Education Assistance, Charitable Matching Gifts, and Commuter Reimbursement.