About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Job Description
Where you’ll fit in & what our team goals are…As an Associate Client Manager within the UK & Irish LDI Client Management team, you will play a key role in delivering exceptional service to a portfolio of institutional pension scheme clients invested in Liability Driven Investment (LDI) solutions.
Working closely with Client Managers, Relationship Managers, Client Directors, Portfolio Managers and operational teams, you will support the day-to-day management of client relationships, helping to ensure client requirements are met accurately, efficiently and in accordance with regulatory and internal standards.
The role provides exposure to a broad range of client servicing activities including client onboarding, cash and collateral management events, mandate changes, agreement reviews, transitions, client reporting and ongoing relationship support. You will also provide cover for Client Manager activities across the team as required.
How you'll spend your time...
Client Relationship Support
- Act as a primary point of contact for a portfolio of UK and Irish LDI clients, with support from senior members of the team where appropriate.
- Build and maintain effective working relationships with clients, investment consultants and internal stakeholders.
- Respond to client queries in a timely and professional manner, ensuring a high standard of client experience.
- Participate in client meetings, trustee meetings and service review meetings where appropriate.
- Support the preparation of meeting materials, presentations and follow-up actions.
Client Instructions & Transaction Management
- Assist in drafting, reviewing and coordinating client instructions relating to:
--Cash transfers and cash movements
--LDI portfolio transactions
--Fund switches and rebalancing events
--Collateral management activities
--Mandate and account changes
- Coordinate with Portfolio Managers, Trading, Operations, Legal, Client Change and other internal teams to ensure accurate execution of client requests.
- Maintain clear audit trails and ensure all instructions are completed in accordance with internal policies and client agreements.
Ongoing Client Management
- Support onboarding activities for new mandates and additional account openings.
- Assist with agreement amendments, fee changes and client documentation requirements.
- Monitor service levels and help resolve operational issues impacting clients.
- Support periodic client reviews, reporting cycles and regulatory communication requirements.
- Maintain accurate client records across internal systems.
Team Cover & Collaboration
- Provide Client Manager cover during periods of absence, ensuring continuity of service for clients.
- Collaborate closely with colleagues across the UK, Ireland and offshore support teams.
- Contribute to knowledge sharing, process documentation and training activities.
- Support business continuity arrangements and workload management across the wider Client Management team.
Process Improvement
- Proactively identify opportunities to improve client servicing processes and controls.
- Support strategic initiatives, automation projects and operational efficiency programmes.
- Leverage technology solutions, including Copilot and Salesforce, to enhance productivity and client outcomes.
To be successful in this role you will have...
- Experience within institutional asset management, pensions, investment operations or client servicing.
- Strong organisational skills with the ability to manage multiple priorities and deadlines.
- Excellent written and verbal communication skills.
- High attention to detail and commitment to accuracy.
- Ability to collaborate effectively with a wide range of stakeholders.
- Strong Microsoft Office skills, particularly Excel, PowerPoint and Outlook.
If you also had this, it would be great...
- Knowledge of Liability Driven Investment (LDI) strategies and pension schemes.
- Experience of drafting client instructions and coordinating investment-related transactions.
- Understanding of onboarding, KYC/AML and mandate change processes.
- Experience working with consultants, trustees or institutional pension clients.
- Familiarity with Salesforce and other client management systems.
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Full-Time/Part-Time
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Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
