Job Description Summary
Job Description
Client Service Manager
Permanent
Location: Edinburgh
Closing date: 2nd June 2026
Aegon Asset Management is a leading global investor, our employees work from 13 locations across Europe, the Americas and Asia. We advise on assets for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
Our people are our greatest asset, and we want Aegon Asset Management to be a place where they can bring their authentic self to work and do all they can to deliver on our strategic promises to our customers.
We have a new opportunity for a Client Service Manager to join our team in Edinburgh. In this role, you will be one of the primary points of contact for clients, responsible for meeting the operational and administrative needs and expectations of a defined portfolio of clients, working in close liaison with relevant colleagues to deliver a consistently excellent standard of client service.
This is a high impact role that is crucial for the maintenance of client satisfaction and client retention. Success in this role will contribute to both the growth and retention of revenue to the UK business, which in turn has a significant positive impact on the Aegon Asset Management group business.
Key Responsibilities include:
- Acting as the primary office-based point of contact for a portfolio of clients.
- Ensuring all client requirements, enquiries and requests are dealt with professionally, accurately, and within agreed timescales.
- Delivering Client Servicing activities.
- Managing and leading client onboarding processes including onboarding of complex mandates, if required, and feasibility checks for new or adjusted client offerings.
- Implementing mandate changes and other client requests in the month end processes.
- Supporting sales processes for all clients, as required.
- Contributing as required to input into sales pitches, product amendments and new product launches as required based upon your experience and knowledge of your clients.
- Building and developing relationships with key client contacts and maintaining strong working relationships with internal departments.
- Experience utilising and updating CRM systems.
- Developing and maintaining appropriate procedures to ensure client regulatory and contractual deliverables are met.
- Proactively support process enhancements and process alignments within UK Distribution and look at processes from a top-down perspective.
- Ensuring compliance with the Knowledge & Competence regime under MIFID II, which will require annual review and attestation of continued satisfactory knowledge and competence.
We’d love to hear from you if you have:
- Strong knowledge of the marketplace and of the wider investment world, including investment markets.
- Strong technical knowledge of investment products and services, across relevant asset classes.
- Track record of delivering excellent service to clients in the financial services industry.
- High level of technical operational knowledge acquired either in relation to external clients, investment management firms, or both.
- High levels of numeracy are required.
- Excellent communication skills (verbal and written).
- Excellent interpersonal and networking skills.
What’s in it for you?
- A competitive salary, depending on the experience you can bring
- A non-contributory pension between 9%-13%
- A discretionary bonus, depending on personal and company performance
- 27 days leave per year (plus bank holidays, pro-rated for part-time)
We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our staff live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.
At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognise that delivering excellent client outcomes, comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences. We are open to considering flexible working practices. Please talk to us about what this means for you.
We serve a diverse, ever-changing world. It's tough, but we work tirelessly to leave things better than we find them. If that sounds like the sort of place you'd like to work, hit the "Apply" button.
The legal bits
We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.
Additional Job Description
Equal Opportunity Employer:
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age
