Client Relationship Manager

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London, England
In-Office
Fintech • Software • Financial Services
The Role

Please note this position is based in London and this will be the contractual location of the successful candidate, other locations cannot be considered.

Client Relationship Manager

This is a great job for someone with good asset management industry knowledge combined with experience of dealing with GFI/Wealth clients and operational processes

A bit about the job:

We are seeking a dedicated professional to manage, service, and develop relationships with UK Domestic and Global Platforms. This role ensures product availability across key intermediary platforms to support strategic sales initiatives. The successful candidate will identify risks to existing relationships and implement appropriate action plans alongside key stakeholders. Responsibilities include coordinating and hosting regular relationship reviews, SLA and due diligence visits, in collaboration with the Distribution Oversight Manager and Financial Crime teams. The role involves owning and coordinating the prompt resolution of client issues, including reporting, performance, technical fund, and fee billing queries. Building and maintaining strong working relationships with senior stakeholders across all Aviva Investors business areas is essential. The candidate will take ownership of the distributor and client onboarding process for pooled products, including coordinating and completing legal agreements and fund load templates. Additionally, they will lead the implementation of legal agreement amendments for existing platforms, ensuring formalisation of any amendments.

Skills and experience we’re looking for:

  • A strong communicator able to listen to clients, understand their issues and deal with people at all levels.

  • Proven ability to take ownership of and provide professional judgement of complex client queries and achieve successful resolution by influencing colleagues and third parties.

  • A strong collaborator able to build effective relationships with different business areas across Aviva Investors.

  • Practical awareness of relevant regulatory requirements and distributor oversight.

  • Motivated to deliver first class relationship management/client service, balancing the needs of the client with those of Aviva Investors.

What you’ll get for this role:

  • Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in

  • Eligibility for annual performance bonus

  • Family friendly parental and carer’s leave

  • Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days

  • Up to 40% discount for Aviva products

  • Aviva-funded Private Medical Benefit to help you get expert support when you need it

  • Brilliant flexible benefits including electric cars

  • Aviva Matching Share Plan and Save As You Earn scheme

  • 21 volunteering hours per year

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working –spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, send an email to [email protected]

#LI-KM1

 #LI-Hybrid 

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The Company
HQ: London
1,340 Employees
Year Founded: 2008

What We Do

Welcome to Aviva Investors. The global asset manager that chooses integration.

The future is full of questions. Only by working closely with our clients can we find the answers. That’s why we integrate our whole business around our clients – their goals, their values and the experience they have when they work with us.

That’s why we start by listening closely and understanding their investment aspirations and concerns – from low prospective investment returns, to highly correlated asset prices; from the prospect of rising global interest rates, to the challenges and opportunities of market volatility. Through our vast collective industry experience, we’ve been through every market cycle, making us better prepared for the next one.

Inspired by our deep client insight, we build solutions that aim to defy uncertainty, answering the questions that keep our clients awake at night. From large institutional investors to individuals saving for retirement, we work together to deliver meaningful outcomes, now and over the long run.

That’s why we work hard to join the dots across asset classes to find the best investment ideas; why we break down barriers so our teams can connect seamlessly; and why we manage risk with discipline and rigour. By working in partnership, we bring components together in new ways to ensure our clients get the very best of our collective expertise with every investment.

Please remember the value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.

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