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Sr. Manager - Client Services

Salary undisclosed

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Recognized by Fortune as one of the World's Most Admired Companies, my client is a global leader in investment management. We are seeking a full-time Senior Manager, Client Services to focus exclusively on managing relationships with our insurance clients.

***Amazing salary, bonus, & some of the best benefits in the marketplace!!

Primary responsibility: Serve as the main contact for insurance clients, addressing inquiries and reporting needs. Success is measured by client satisfaction.

Ideal candidate: Finance and investment management experience with insurance clients, strong relationship management skills, and knowledge of fixed income investments.

Key Responsibilities:

  • Serve as the primary point of contact for insurance clients, ensuring their investment-related needs are met.
  • Work closely with internal teams, including Portfolio Managers, Sales, Operations, Legal, and Compliance, to support client requirements.
  • Manage client inquiries related to investment agreements, guidelines, and reporting.
  • Develop expertise in fixed income investments, as insurance companies typically allocate their assets in this space.
  • Collaborate with internal team members to refine and enhance client service strategies.
  • Learn from and work alongside a senior team member who will mentor and provide guidance on industry-specific practices.

Qualifications:

  • Strong finance background, with experience in investment management.
  • Prior experience working with insurance clients, understanding their investment strategies, regulatory requirements, and operational workflows.
  • Fixed income investment knowledge preferred.
  • Excellent relationship management and communication skills

**No travel, Hybrid, & Baltimore/Washington Area.

#LI-GT

Recognized by Fortune as one of the World's Most Admired Companies, my client is a global leader in investment management. We are seeking a full-time Senior Manager, Client Services to focus exclusively on managing relationships with our insurance clients.

***Amazing salary, bonus, & some of the best benefits in the marketplace!!

Primary responsibility: Serve as the main contact for insurance clients, addressing inquiries and reporting needs. Success is measured by client satisfaction.

Ideal candidate: Finance and investment management experience with insurance clients, strong relationship management skills, and knowledge of fixed income investments.

Key Responsibilities:

  • Serve as the primary point of contact for insurance clients, ensuring their investment-related needs are met.
  • Work closely with internal teams, including Portfolio Managers, Sales, Operations, Legal, and Compliance, to support client requirements.
  • Manage client inquiries related to investment agreements, guidelines, and reporting.
  • Develop expertise in fixed income investments, as insurance companies typically allocate their assets in this space.
  • Collaborate with internal team members to refine and enhance client service strategies.
  • Learn from and work alongside a senior team member who will mentor and provide guidance on industry-specific practices.

Qualifications:

  • Strong finance background, with experience in investment management.
  • Prior experience working with insurance clients, understanding their investment strategies, regulatory requirements, and operational workflows.
  • Fixed income investment knowledge preferred.
  • Excellent relationship management and communication skills

**No travel, Hybrid, & Baltimore/Washington Area.

#LI-GT