Client Manager Funds Services

  • Negotiable
  • Contract
  • Dublin
  • Posted 6 months ago

Client Manager Funds Services

This is a maternity contract – however great opportunity to move into a client management role – possible opportunities long term in this space. Worth serious consideration if you are looking to broaden your career. 


  • Protect the existing organic book of business and grow it, whilst ensuring its profitability and client satisfaction with the services provided by the funds Group
  • Contribute to the service management strategy for the group
  • Actively drive income by reviewing client profitability and developing strategies to ensure CIR targets are met  whilst driving cross sales growth on portfolio of existing clients
  • Identify sales opportunities from within the group network that match the groups service capabilities
  • Assist in ensuring the book of business via existing, organic, cross-sell and client referrals will generate revenue stream that reconciles to budgeted targets
  • Assist in the  identification and work on new large strategic mandates generated by the the groups existing client base
  • Assist in  the creation of a referral pipeline from existing clients through actively promoting the groups Services and seeking client introductions
  • Manage the service expectation of clients against the product capabilities of the group
  • Comprehensive Management Information to be delivered when required
  • Timely Credit Application preparation and/or review on clients where applicable
  • Timely Credit Documentation review where necessary
  • Ensure Credit Documentation is executed correctly and Security Charges are registered with CRO etc as applicable

Experience required :

  • An accounting or business degree or other qualifications relavent to the investment industry
  • A minimum of  8 years funds industry specific experience is essential
  • Good knowledge of investment accounting, investment valuations, custody services and investor services
  • Excellent verbal and written communications skills
  • Ability to cope with multiple priorities and coordinate the efforts of others in order to bring a process to closure
  • Ability to cultivate new relationships easily to develop new opportunites
  • Excellent relationship management with clients and colleagues
  • Ability to work effectively in a team and to tight deadlines
  • Excellent interpersonal skills
  • Understanding of varied product solutions required within the client base
  • Understanding of product and market risks
  • Sound understanding of risk management and mitigation techniques
  • Team player, excellent communicator and ability to work on own initiative
  • Part time options around this role may be considered but are not guaranteed

 Further details available in confidence – contact Barbara Donnellan 01 474 4512


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Barbara Donnellan

Barbara Donnellan

  • Banking & Finance Manager