Client Relationship Manager

The Client Relationship Management (CRM) team supports the services, including investment management, provided to Border to Coast’s Partner Funds, who are both our shareholders and our clients. The team is responsible for driving the development of long-term trusted customer relationships, to understand their needs and deliver appropriate solutions, thus enabling the retention and development of assets under management.

The Client Relationship Manager will support relationships with our Partner Funds and the retention of these partnerships. You’ll assist in representing the customers’ needs, and in conjunction with the Head of Client Relationship Management, continuously challenge Border to Coast to provide better levels of service, which remain at the forefront of industry standards. Supporting the production and delivery of portfolio and Border to Coast updates to customers, you’ll ensure customer requests are handled in a timely and efficient manner and ensure the service provided to customers is in line with customer agreements and internal procedures. You will work closely with a wide range of functions across the organisation, including Investments, Responsible Investment and Operations, bringing in subject matter experts where appropriate to support our relationships.

This role would suit someone who has proven experience in either investment consultancy or a relationship management role. You will demonstrate client first thinking with proven experience and knowledge of the UK institutional marketplace, including pensions, multi-manager funds, and investment management. With strong analytical skills, you’ll have high levels of integrity and trustworthiness and have effective IT skills. Candidates that have achieved or are working towards an FIA, CFA or IMC qualification are preferred, but not essential.

Based in Leeds, Border to Coast Pensions Partnership is an asset manager owned by 11 Local Government Pension Funds with total assets of £55 billion. It is FCA regulated, managing assets (equities, fixed income, alternatives and soon, real estate) through internal and external management. Border to Coast was established in mid-2018.

We welcome applications from people of all backgrounds. We have an open and supportive culture with a commitment to learning and valuing everyone’s skills and contribution.

Joining Border to Coast, you will have access to our excellent benefits:

• Vitality Health Insurance for all employees
• Employee Assistance Programme
• A generous holiday allowance of 30 days a year, plus bank holidays, as we feel it’s important for colleagues to maintain a health work-life balance.
• Professional Development
• Critical Illness Cover
• Pension scheme
• Stunning Leeds city centre location only a short walk to the train station
• Cycle to work scheme
• Life Assurance 6x of salary
• Sustainable travel plans and public transport discounts
• Range of discounts for Leeds gyms, shops and restaurants