Responsibilities
1. Adopt "best practice" in terms of client relationship management
2. Keep up-to-date with Fidelity processes, procedures and policies and maintain network of contact with Fidelity's other offices. Utilise this knowledge to propose ideas to improve both operational efficiency and the client service model
3. Stakeholder in regional initiatives where required, including systems development, insofar as they impact Institutional clients
Ongoing client relationship management
4. Deliver a premium service to the existing Institutional client base. Pro-actively manage / oversee all aspects of client relationship management from other internal support functions
5. Account co-ordination and problem resolution of all activities affecting an Institutional client's portfolio. This will involve liaison with various internal stakeholders, and ensuring all activities and deadlines are planned realistically and then met, whilst responding to client enquiries as they arise
6. Gain a full understanding of Institutional clients and their requirements and maintain awareness of industry best practice
7. Produce and implement Institutional client development plans, including participating in regular service reviews or ad-hoc face-to-face meetings as required
8. Work with the Senior Client Services Manager to manage the production and delivery of recurring client deliverables and reports as prescribed in the IMA; create ad-hoc reporting and ensure timely, accurate delivery to clients
9. Coordinate responses to requests for information on a periodic and ad-hoc basis from clients and consultants and responses to one-off requests for proposals from clients, consultants and prospects
10. Ensure a strong understanding of current business pipeline and prioritise through regular dialogue andmunication with the Institutional Sales team
11. Manage internal co-ordination of all activities related to new client on-boarding, ensuring all activities and deadlines are planned realistically and managed effectively. Liaise regularly with relevant internal contacts and the relationship owner
12. In partnership with legal counsel, project manage the production of the Investment Management Agreement or other relevant legal documentation with effective and earlymunication, both internally and to the client regarding policy, operational or other issues
13. Ownership of the legal files for Institutional clients.
Prospecting
14. Identify and develop prospects, particularly in the endowments and foundations sector
15. Develop a sales strategy which clearly identifies appropriate prospects in the sector, suitable investment products and an outline of proposed client and prospect activity
16. Develop product and strategy knowledge to be able to accuratelymunicate our key capabilities
17. Encourage cross-selling opportunities across our existing Institutional client base
18. Participate in relevant industry initiatives ( Mercer's Future IMPact)
Key relationships
19. Australia: Institutional Sales, Australia Marketing, Consulting Relations, Client Services, Finance, Legal &pliance, Investment Management
20. Asia: Sales Directors, Relationship Directors, Oversight, AP Business Development, Investment Management, Institutional Marketing, Regional Legal, Business and Investmentpliance, Corporate Security, Systems, Operations, India Operations, Systems Development
21. United Kingdom : Institutional Client Services, Investment Administration, Investment Management
22. Non Fidelity: Client, Custodian, Transition Managers, external legal counsel, 3rd party vendors, members of Industry Bodies
About you
23. Highly responsive with a strongmitment to client service and sales orientated
24. Analytical mindset - accuracy and attention to detail in all aspects of service delivery
25. Capable of balancing client requirements against organisational constraints and providing alternatives or solutions
26. Ability tomunicate effectively at all levels, with excellent interpersonal and negotiation skills
27. Self starter, fast learner, good organisational skills
28. Able to work under pressure and meet tight delivery deadlines
29. Flexible and positive attitude to work, strong team ethic
30. Well-developed presentation / negotiation /munication skills in both written and spoken English
Feel rewarded
For starters, we'll offer you aprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of ourmitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational. Job ID J51011