• Client Account Manager – Delegated Consulting Service (DCS)

    Requisition ID 2451746
    Job Family GB-London
  • Posting Description

    Client Account Manager – Delegated Consulting Service (DCS)

     

    We’re hiring!

     

    Aon has an exciting opportunity for a Client Account Manager to join the DCS team in London. 

     

    DCS, also more generically known as Fiduciary Management, is a service offered by Aon.  It is delivered via an FCA authorised asset management business set up within Aon (Hewitt Risk Management Services Limited (HRMSL)). This role will primarily be responsible for managing the client take-on process and the ongoing servicing of HRMSL's clients.

     

    Aon

    Aon Retirement Solution helps organisations improve the performance of their benefits and rewards programmes by identifying and managing risk. We are a global leader in providing employee benefits consulting and solutions that deliver long-term value to clients of all sizes, and across all industries. Aon Retirement Solutions is a division of Aon, one of the world’s largest insurance brokers and providers of risk management services and a major force in reinsurance and the human capital consulting market. 

     

    About the Role

    As a Client Account Manager, some of your key responsibilities will involve:

     

    • Driving the on-boarding process for new clients, which includes coordination of legal and fund documentation, account set-up, AML/KYC checks and transition planning
    • Coordinating mandate changes (e.g. guidelines, benchmark), client (dis)investments and scheme mergers
    • Overseeing accuracy and timeliness of monthly and quarterly client reporting (standard and bespoke)
    • Responding to information requests from clients and their auditors, consultants, actuaries and administrators
    • Providing general ongoing client service
    • Working alongside client consultants and product specialists
    • Attending client meetings as required
    • Identifying opportunities for improvement of client service, reporting and procedures
    • Assisting Senior Client Account Managers in the delivery of service to their own clients

     

    About you

    Your skills and qualifications will ideally include:

     

    • A degree (or equivalant) in a related discipline and an investment qualification (IMC, full CFA preferred)
    • Previous experience working in an asset management business with DB and DC institutional clients
    • A good understanding of investment consulting
    • A good understanding of all major asset classes, and of different pooled and segregated investment structures
    • A basic understanding of pension funds
    • Excellent numerical ability
    • Strong client management skills
    • Excellent communication skills, both verbal and written
    • Strong interpersonal skills with proven ability to build and maintain working relationships with both internal and external clients
    • Ability to interpret and present complex information clearly
    • High attention to detail and a passion for accuracy
    • Ability to work to tight deadlines
    • Ability to work as part of a team and on your own initiative

     

     

    Salary and Benefits

     

    This role offers a competitive salary and bonus, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits scheme, you will also have the opportunity to choose additional benefits, including healthcare and additional holiday days.

     

    Aon is an equal opportunities employer.  Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria.

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