Role requirement
Vacancy type
Permanent
Sector
Investment Operations (Back Office)
Specialisim
Transfer Agency
Location
Edinburgh
Language skills
English
Job reference No.
16080
Salary
Competitive
Data Published
28/04/2025
Closing date
26/05/2025
Job Description:
We are working on an exciting new role for a client manager to join the client governance team at a leading investment firm in Edinburgh. This is a varied position which will primarily focus on client services / overseeing third party agents and managing their service levels, but also get involved in distribution support, various project work and process improvement initiatives.
We are actively seeking applications from individuals who have demonstrable experience from an asset management firm (either in client services or overseeing transfer agents) or an asset servicing firm, with an emphasis on client services.
Skills/Experience:
- Experience of the distribution and customer relationship management operation of an asset management business, covering institutional clients and wholesale distribution partnerships, across a range of product types (e.g. UCITs, OEIC, across private markets and public markets).
- Ability to communicate process change and work across different functions to provide input and support to meet the objectives of Client Governance.
- Committed to quality, timely outcomes, managing objectives and delivery results against specific corporate and individual goals.
- A committed team player with a willingness to challenge and be challenged.
- Can work with colleagues at all levels of seniority.
- Ability to work independently, multi-task and meet strict deadlines.
- Proficient in MS Office Suite (Co-pilot, Word, Excel and Outlook)
- Demonstrable experience from an asset management or asset servicing firm, with an emphasis on client servicing skillset.
- Demonstrate understanding of the component parts of the client experience of asset management/asset servicing - 'what does good look like and how to achieve it'.
- An awareness of the regulatory environment in which the firm operates, across the multiple jurisdictions in which we market products and service clients (UCITS, OEICs).
Core Responsibilities:
- Oversee and manage service levels as well as performance of TA
- Co-ordination of responses to client requests, either directly via email or indirectly through our distribution team and/or relationship management team.
- Liaise between investor and the relevant team to resolve any queries on investor instructions and dealing related activities.
- Maintain awareness of regulatory developments in overseen markets and adjust policies and procedures in line with changes or improvements.
- Takes initiative in identifying processes that may require changes to streamline/enhance team efficiency.
- Communicate issues internally and document/escalate as appropriate, on behalf of our clients and their representatives.
- Work with internal teams on regulatory driven projects, initiatives and deliverables (e.g. Consumer Duty requirements and deliverables, which continue to evolve).
Benefits:
- A highly competitive salary
- Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16080
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM

Contact
Kamilla has been an integral part of Core-Asset Consulting for almost 12 years. She finds immense satisfaction in supporting people to transform their lives, and her approach is driven by empathy and connection. Specialising in permanent recruitment, Kamilla’s expertise spans front-office investment management, client management, and actuarial.
She excels in finding the perfect fit across all asset classes and geographies, taking pride in the challenge of locating the ideal candidate for each client. Kamilla’s dedication goes beyond filling roles; she supports long-standing relationships, understanding every aspect of her candidates' journeys. This deep connection allows her to provide exceptional value to clients and candidates alike. Her efforts have helped individuals relocate from Asia to the UK, change career paths, and follow their dreams. Kamilla has a first-class degree in Business Management, and is trilingual in English, German and Russian.
We put people before profit, service before sales and ethics above all.
Betsy Williamson Chief Executive Officer