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Client Manager

Posted 15 January by BNY Mellon Featured Ended

  • Facilitate the relationship between Walter Scott and its clients by providing a first class service

  • Ensure the dissemination of all client information through accurate and up to date logging in Salesforce

  • Support the Head of Client Management with information flows that come through the Client Management team

    • As part of Client Management and working closely with the Client Investment Managers (‘CIM’), acting as a principal Walter Scott internal and external contact for all segregated client related queries

    • Work with CIM to develop a strategy for the relevant business segment and its subsequent rollout and monitoring

    • Facilitate the sharing of key client information across all Walter Scott stakeholders through the use of Chatter, RAG status reports, and assisting with the accurate and timely updating of briefing notes

    • Act as the primary contact for clients’ day to day queries, coordinating with internal teams to ensure client needs are manageable and met in a timely manner

    • Contribute to the planning of client trips, identifying key meetings and ensuring all clients receive the appropriate level of service

    • When required, assist in the management of relevant prospect activity including the coordination of RFPs and overseeing the completion of any general queries

    • Responsible for the client take-on process from appointment and contract stage to funding  as well as ongoing client changes as part of the CTO process in Salesforce

    • Ensure all correspondence with clients are dealt with appropriately and in a timely manner, and filed electronically in accordance with Walter Scott filing and Salesforce procedures

    • Record management for the appropriate client segment, including updating and maintaining Salesforce records, and all folders within the client drives

    • Coordinate all mailings related to client specific communications
    Specific - Client Management team

    • As assigned Records Management Coordinator for the team – to act as first point of contact for all departmental records management issues and to supervise the management and maintenance of the department’s paper records, shared network drive(s), and business email records.

    • Be able to articulate the Walter Scott business model to the necessary parties both internally and externally

  • Working knowledge of Word, Excel and PowerPoint

  • Working knowledge of Outlook

  • Working knowledge of internal systems including Eagle and Salesforce

  • Degree Educated
  • Results:  Action; Accountability; Execution
  • People: Collaboration; Feedback; Communication
  • Thought: Business Insight; Client Focus; Innovates
  • Self: Courage; Self-awareness; Adapts to Change

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: careers.

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements.

With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Lothian Region-Edinburgh
Job: Asset Management
Internal Jobcode: 51773
Organization: Walter Scott & Partners-HR06152
Requisition Number: 1714627

Reference: 33682302

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