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 who has good industry knowledge combined with effective knowledge of operational processes.

A bit about the job:

We are looking for a Client Relationship Manager to join the Aviva Client team in our London office on a permanent basis. As a Client Relationship Manager, you will ensure high level of client retention and enhances the reputation of Aviva Investors through delivery of first-class client management. You will ensure a positive market perception of Aviva Investors through delivery of high level of service. You will also, promote a culture of client service excellence throughout the wider organisation. This role involves owning and coordinating the prompt resolution of client issues, including reporting, performance, and fee billing queries. You will act as the main point of contact for client meetings and maintain strong working relationships across all areas of Aviva Investors. Key responsibilities include overseeing legal documentation such as IMAs, ensuring accurate and timely updates to team processes and Salesforce records, and providing oversight of the fee billing process. You will also play a lead role in implementing mandate changes, identifying cross-selling opportunities, and serving as an internal expert on designated products and mandates.

Skills and experience we’re looking for:

  • CFA qualification desirable.

  • IMC or equivalent qualification

  • Proven ability to take ownership of client relationships and achieve successful outcomes by influencing internal and external stakeholders.

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

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

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

  • Brilliant flexible benefits including electric cars

  • Aviva Matching Share Plan and Save As You Earn scheme

  • 21 volunteering hours per year

In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role. We’ll provide training on what holding a SMCR role means when you join us and annually thereafter.

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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