Client Service Manager

Client Account Manager

Do you have experience of working in the asset management industry? Are you passionate about providing exceptional client service to internal and external clients? As a Client Account Manager, supporting our fiduciary clients, you will provide day to day help and support in a growing and evolving part of Aon!

This is a UK based, hybrid role with the flexibility to work both virtually and from our London office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

As a Client Account Manager, some of your key responsibilities will involve:

• Driving the on-boarding process for new clients, which includes coordination of legal and fund documentation, account set-up, AML/KYC checks and transition planning

• Coordinating mandate changes (e.g. guidelines, benchmark), client (dis)investments and scheme mergers

• Overseeing accuracy and timeliness of monthly and quarterly client reporting (standard and bespoke)

• Responding to information requests from clients and their auditors, consultants, actuaries, and administrators

• Providing general ongoing client service

• Working alongside client consultants and product specialists

• Attending client meetings as required

• Identifying opportunities for improvement of client service, reporting and procedures

Skills and experience that will lead to success

Your skills and qualifications will ideally include:

• A degree in a related discipline and an investment qualification (IMC, full CFA preferred)

• Previous experience working in an asset management business with institutional clients

• A good understanding of investment consulting

• A good understanding of all major asset classes, and of different pooled and segregated investment structures

• A basic understanding of pension funds

• Excellent numerical ability

• Strong client management skills

• Excellent communication skills, both verbal and written

• Strong interpersonal skills with proven ability to build and maintain working relationships with both internal and external clients

• Ability to interpret and present complex information clearly

• High attention to detail and a passion for accuracy

• Ability to work to tight deadlines

• Ability to work as part of a team and on your own initiative

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected]

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

NB. Dependant on regional requirements, please include specific benefits where applicable and relevant accommodation criteria and enhanced equal opportunities statement.

#LI-NW1 2551790 Client Account Manager

Do you have experience of working in the asset management industry? Are you passionate about providing exceptional client service to internal and external clients? As a Client Account Manager, supporting our fiduciary clients, you will provide day to day help and support in a growing and evolving part of Aon!

This is a UK based, hybrid role with the flexibility to work both virtually and from our London office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

As a Client Account Manager, some of your key responsibilities will involve:

• Driving the on-boarding process for new clients, which includes coordination of legal and fund documentation, account set-up, AML/KYC checks and transition planning

• Coordinating mandate changes (e.g. guidelines, benchmark), client (dis)investments and scheme mergers

• Overseeing accuracy and timeliness of monthly and quarterly client reporting (standard and bespoke)

• Responding to information requests from clients and their auditors, consultants, actuaries, and administrators

• Providing general ongoing client service

• Working alongside client consultants and product specialists

• Attending client meetings as required

• Identifying opportunities for improvement of client service, reporting and procedures

Skills and experience that will lead to success

Your skills and qualifications will ideally include:

• A degree in a related discipline and an investment qualification (IMC, full CFA preferred)

• Previous experience working in an asset management business with institutional clients

• A good understanding of investment consulting

• A good understanding of all major asset classes, and of different pooled and segregated investment structures

• A basic understanding of pension funds

• Excellent numerical ability

• Strong client management skills

• Excellent communication skills, both verbal and written

• Strong interpersonal skills with proven ability to build and maintain working relationships with both internal and external clients

• Ability to interpret and present complex information clearly

• High attention to detail and a passion for accuracy

• Ability to work to tight deadlines

• Ability to work as part of a team and on your own initiative

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected]

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

NB. Dependant on regional requirements, please include specific benefits where applicable and relevant accommodation criteria and enhanced equal opportunities statement.

#LI-NW1