Client Servicing Manager

Job Description Summary

Job Description

The Team

The Institutional Client Servicing team plays a pivotal role in delivering a consistent, high-quality client experience across Aegon Asset Management’s Continental Europe business. Acting as the central point of coordination between clients and internal stakeholders, the team ensures that client requirements are met in a timely, accurate, and client-centric manner. In this capacity, the team balances client expectations with internal operational capabilities, while maintaining a strong focus on operational excellence, regulatory compliance, and scalable business growth. Close collaboration with Relationship Management, Sales, Operations, Risk, and Product teams is essential to enable seamless service delivery, ensure clear and consistent communication, and continuously enhance the end-to-end client journey. The team thereby contributes directly to strengthening client satisfaction, improving efficiency, and supporting the broader commercial objectives of the organization.

Job Responsibilities

Client Servicing

• Act as the primary office-based point of contact for a designated portfolio of institutional clients.
• Ensure the smooth operation of client servicing activities, including monitoring shared mailboxes and managing follow-up actions.
• Handle client enquiries, requests, and issues in a professional, accurate, and timely manner in line with agreed service levels.
• Ensure that the client perspective is consistently incorporated into decision-making processes across the Continental Europe business.

Support Relationship Management and Sales Activities

• Manage client requests related to operational and investment-related matters.
• Implement mandate changes and client-specific requirements within periodic processes (e.g., month-end cycles).
• Provide client reporting and documentation, including cash call documentation where applicable, and communicate investment activity to clients.
• Support AML and regulatory requirements by collecting, validating, and maintaining client data and documentation.
• Contribute to sales and business development activities, including input into pitches, product enhancements, and new product launches based on client insights.
• Build and maintain strong relationships with key client contacts and internal stakeholders across departments.
• Maintain accurate and up-to-date client information in CRM systems (e.g., Salesforce) and promote best practices across the team.

Process Ownership and Continuous Improvement

• Develop, maintain, and enhance procedures to ensure all client contractual and regulatory deliverables are met.
• Identify gaps or inefficiencies in client servicing processes and proactively implement pragmatic solutions.
• Drive continuous improvement initiatives across the Institutional business to enhance service quality and operational efficiency.
• Participate in internal and cross-functional projects, including process improvements, system implementations, and change initiatives.

Risk & Control

• Maintain appropriate knowledge, skills, and internal network to perform the role effectively, including ongoing training and knowledge sharing.
• Support internal and external audit activities, including responding to auditor requests and implementing audit findings within defined timelines.
• Participate in Risk Control Self-Assessments (RCSA) and execute assigned remediation actions.
• Ensure adherence to internal policies, regulatory requirements, and risk management frameworks.

In addition to the duties and responsibilities listed above, the job holder may be required to perform other duties assigned by their manager, provided these are within the scope and capability of the role.

Qualifications and Experience

• Bachelor’s or Master’