Junior Relationship Manager - FTC (12 Months)

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Role Purpose

Client Servicing within Relationship Management is responsible for servicing and retaining Calastone clients, streamlining and improving clients' administrative queries and assisting in the delivery of Calastone's client strategy.

High Level Objectives

• Ensuring customer satisfaction through strong relationship management.
• Identify cross/up sell opportunities for specified product solutions.
• Work in partnership with internal teams to become our clients' trusted business partners.
• Contribute to building the Calastone brand.

Key Responsibilities

• Client Liaison - email, phone calls and meetings if required.
• Operational / technical queries - production related queries, liaising with Calastone Operations and Client Delivery.
• Coverage checks - orders, reporting, dividends, transfers
• Contracting - resolving questions from clients with our Calastone legal team.
• Invoice queries - billing, chasing outstanding invoices.
• Service reviews - creating PPT deck, pulling Management Information data, checking invoice status.
• Project liaison
• Marketing - distributing marketing material and periodic communication with clients.
• Escalate to Calastone executives when necessary.
• Ensure smooth and efficient client on-boarding, working closely with both internal and external stakeholders.
• Meter client relationship and service efforts and use of Calastone resources.
• Accountable for the quality, accuracy & timeliness of defined client data on Salesforce.
• Develop strong and open working relationships with internal stakeholders including Management, Sales & RM, Operations, Client Delivery, Marketing, Legal, Finance & Development.
• Identify areas of potential business growth and present within our Sales & RM processes.

Required Knowledge & Experience

• Good communicator and relationship management.
• An understanding of the Calastone business as well as the funds industry, fund trading and the role and strategic objectives of industry participants, such as distributors, fund managers, service providers, custodians, market structures and regulatory framework.

Person Specification

• Relationship builder at all levels from operations teams to "C" level.
• Clear focus and organisational capabilities.
• Organised
• Good communicator
• Good level of IT skills
• Business Level written and spoken English (essential) and European languages (desirable).

Competency Development

Committed to further competency development in line with our Sales & RM methodology & process with a focus on Business Insight, Relationship Agility, Value Formation, Executive Connectivity, Political Acumen, Competitive Adeptness, Resource Optimization

Our commitment to Diversity and Inclusion

The company is committed to building a diverse, equitable, and inclusive workplace where all employees can thrive, contribute their best and achieve their full potential. We ensure that all recruitment, promotion, and reward decisions are capability-based without regard to protected characteristics. We want you to perform at your best in the recruitment process; if you require any reasonable adjustments for any part of the recruitment process, please let us know.