Barings · 1 day ago
Director, Client Service Manager- Insurance
US - MA - BOSTON - 10 FAN PIER BLVD
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBarings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. We are seeking a senior Client Service Manager with experience supporting institutional insurance clients, responsible for managing client relationships and ensuring exceptional service delivery.
Venture Capital
Responsibilities
Partner with the Client Onboarding team and cross functional stakeholders to ensure a smooth and efficient onboarding experience for new clients, staying closely informed of progress and acting as a point of escalation to resolve issues promptly
Develop and maintain a strong understanding of assigned clients and work closely with internal partners to deliver superior service while proactively identifying opportunities to enhance the client experience and strengthen the relationship
Manage and coordinate resolution of complex client inquiries, including topics related to accounting, regulatory reporting, performance, cash flow activity, legal documentation, and other operational processes
Maintain updated client data, interactions, and service records in CRM application Client360, ensuring transparent internal communication and alignment with broader client relationship team on issues, opportunities and developments
Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Compliance on appropriate messaging and delivery
Attend agreed client meetings virtually and in person, coordinating the agenda and materials, hosting discussions, and leading on takeaways as agreed with distribution and investment teams. Coordinate, prepare materials, and host operational due diligence meetings
Maintain proactive, ongoing dialogue with clients, sharing regular updates on the firm’s progress, strategic initiatives, and other organizational developments
Contribute to strategic initiatives and projects aimed at improving the overall client experience, and provide support across Barings’ broader U.S. (and, in unique cases, global) client base as part of a collaborative Client Experience team
Qualification
Required
10+ years of experience in asset management, insurance asset management, institutional client service, or management consulting supporting financial services
Demonstrated experience servicing segregated accounts for large institutional client relationships
Demonstrates high emotional intelligence, with the ability to build trust, navigate sensitive situations thoughtfully, and engage with clients and colleagues in an empathetic, solutions oriented manner
Understanding of insurance reporting conventions and operating models
Basic technical knowledge of fixed income, multi asset, and alternative strategies
Proven ability to coordinate effectively across cross functional teams and address complex client servicing needs timely and accurately
Excellent written and verbal communication skills, with the ability to simplify complex investment, operational, and reporting concepts for various internal and external audiences
Proficient in Excel, PowerPoint, and Word; experience with CRM tools (Salesforce) preferred
Highly organized, detail oriented, and effective at managing competing priorities under deadline pressure
Preferred
Experience with CRM tools (Salesforce) preferred
Benefits
Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
Fitness Center Reimbursement Program (Including Online Memberships)
Employee Assistance Program (EAP)
Fertility Benefits
Highly competitive 401(k) Plan with Company Match
Health Savings Account (HSA) with Company Contributions
Flexible Spending Accounts (FSA) - Health Care & Dependent Care
Retirement Health Reimbursement Account
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
Paid Vacation, Sick Days and Annual Holidays
Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
Short and Long Term Disability Plans
Paid Volunteer Time
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program
Company
Barings
Barings is a $470+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions.
Founded in 1762London, England, GBR
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2002-12-27IPO
Leadership Team
Ian M. Fowler, CFA
CEO & President - Barings Private BDC (BCIC)
Mike Freno
Chairman and CEO, Barings LLC
Recent News
2024-05-07
2024-04-28
2024-04-28
Company data provided by crunchbase