Fluent Dutch Senior Client Manager 12 month FTC - Amsterdam
ameriprise.wd5.myworkdayjobs.com
About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets.
Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description Where you’ll fit in & what our team goals are… You will report into the Head of Client Management for European Institutional focusing on our Institutional and Fiduciary client base in the Netherlands and will be responsible for partnering with the Sales team to ensure our clients enjoy an excellent ongoing relationship and experience with the firm.
How you'll spend your time... You will own the ongoing relationship and experience for existing and new Institutional and Fiduciary clients in line with our contractual agreements and Columbia Threadneedle standards. As a Senior Client Manager we expect you to be able to perform all of the following responsibilities, primarily for our most strategic and/or complex clients: Pre-win Be able to lead client engagements during pre-win phase in partnership with Sales.
Support Sales lead in commercial discussions with client and internally. Own response to service elements of Requests For Proposals (RFPs), pitches & initial due diligence events. Establish client service intent and map to the firm’s capabilities. Discuss & start to manage service expectations with the client. Identify and begin to investigate/challenge potential service complexities.
Take the lead to identify and drive solutions to service needs. Onboarding, implementation and change Manage client engagement throughout event on behalf of the firm, ensuring Sales lead is kept informed as appropriate. Drive negotiation of client contractual documentation in partnership with the Sales lead and our contracting experts. Engage internal teams as required and own event from client perspective.
Ensure clear understanding of client service intent internally as this evolves. Finalise mandate guidelines/restrictions and rebate terms with the client and ensure correct coding internally. Agree and document proposition with client & internally. Provide / set up provision of required (e.g. regulatory) information to client. Support client through necessary documentation/due diligence requirements (AML/KYC, Distributor, etc).
Verify that service setup and first deliverables match client expectation. Ongoing client experience Be able to own and lead the ongoing client relationship, partnering appropriately with Sales colleagues to ensure a unified overall client engagement experience. For some clients you will be the lead relationship manager, whereas for others you will share this responsibility with Sales. Alert the Sales team to potential cross-sell, up-sell or defence opportunities arising from client engagements.
Be accountable to the client for the resolution of investment- and service-related issues/opportunities and changes, leading and coordinating with responsible internal teams to ensure accurate and timely delivery. Co-ordinate and own prep, meetings and follow-up for ongoing events such as due diligence and investment review meetings. Navigate the firm for the client (e.g. bringing the right experts into the client meeting for specific investment and servicing topics), using influencing skills to accelerate the right client and firm outcome.
Proactively monitor delivery vs proposition, incl