Senior Associate, Client Service Manager

Senior Associate, Client Service Manager

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Business Unit:
Client Experience

Location:

Charlotte, NC

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of Mass Mutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

We are seeking a Client Service Manager with experience supporting institutional and retail clients. This individual will serve as a trusted partner and primary point of contact, responsible for the successful resolution of day-to-day administrative and operational client needs while working closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to ensure exceptional end-to-end service delivery.

Success in this role requires strong relationship management capabilities, excellent cross-functional collaboration skills, and a working understanding or ability to quickly learn retail client investment processes and needs. The ideal candidate brings a client-first mindset, a proactive approach to issue resolution, and the ability to anticipate client needs while identifying service enhancements that strengthen Barings' value proposition.

• 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 Client
  360, 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. client base as part of a collaborative Client Experience team.

• Experience in asset management, retail investment practices, or management consulting supporting financial services.
• Experience servicing retail investors such as Investment Platforms, Family Offices, RIAs, etc.
• Demonstrates high emotional intelligence, with the ability to build trust,…