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About the Role
This role is responsible for the leadership and oversight of the Client Relationship Management (CRM) team, ensuring consistent, high-quality client experience and acting as the key escalation point for servicing matters. You will drive alignment across clients, processes, and teams, working closely with senior leadership to enable commercial growth and strategic relationship development.
Responsibilities
- Lead and manage the CRM team, setting clear expectations and ensuring consistent delivery of high-quality client servicing across all Insurance clients.
- Act as the primary escalation point for client servicing issues, ensuring timely resolution and effective coordination across stakeholders.
- Maintain oversight of client servicing delivery, ensuring proactive, consistent, and high-quality outcomes across mandates and asset classes.
- Drive alignment and continuous improvement of client servicing processes, embedding best practice and efficiency across the team.
- Build strong relationships across Aviva Investors, acting as a central coordination point for servicing-related matters.
- Oversee the execution and coordination of onboarding and mandate changes, ensuring appropriate governance and implementation.
- Maintain strong understanding of client requirements and ensure insights are reflected in servicing delivery.
- Support Client Relationship Directors by identifying and escalating commercial opportunities and ensuring a seamless end-to-end client experience that underpins retention and growth.
Requirements
- Strong experience in asset management client servicing or relationship management, ideally supporting Insurance clients day-to-day.
- Solid understanding of investment products, asset classes, and the operational lifecycle of client mandates.
- Proven experience managing or coordinating teams, driving consistent delivery and accountability for service outcomes.
- Highly organised, with the ability to manage multiple priorities, deadlines, and complex servicing requirements.
- Effective stakeholder management and communication skills, able to engage and influence across all levels.
- Relevant degree or equivalent experience.
- IMC (or equivalent) preferred.
- Regulatory threshold competent.
- Will be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR).
Location
- London
Work Type
- Hybrid
Education Level
- Relevant degree or equivalent experience
- IMC (or equivalent) preferred
Salary/Compensations
- Competitive salary (depending on skills, experience, and qualifications)
- Discretionary bonus opportunity - depending on individual performance and Aviva Investors’
Benefits
- Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
- 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days!
- Aviva-funded Private Medical Benefit to help you get expert support when you need it.
- Make your money go further with up to 40% discount on Aviva products, and other retailer discounts.
- Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme.
- Brilliantly supportive policies including parental and carer’s leave.
- Flexible benefits to suit you, including sustainability options such as cycle to work.
- Make a difference, be part of our Aviva Communities and use your 3 annual volunteering days to help others.
About the Company
- At Aviva Investors, our expertise is in matching the right investment approach to each client’s unique needs. As the global asset management business of Aviva plc, we bring together our broad investment capabilities to deliver client-focused solutions worldwide.
- Managing £255 billion in assets, our 1,000‑strong team across nine countries is brilliantly connected, collaborative, and focused on delivering outcomes that truly matter.
- Working together and acting responsibly are central to how we operate. We take time to understand what our clients want to achieve and design solutions that last - strengthening every portfolio with diverse perspectives and integrated thinking.
- Our long track record in sustainable investing reflects our commitment to doing the right thing for clients and communities alike.
- Everyone at Aviva Investors plays a part in creating an exceptional client experience. With the scale and influence to make a real difference, we take our responsibility seriously.
- Join us and you’ll find an inclusive, supportive environment where your contribution is valued, high performance is recognised, and you’re empowered to shape your development.
Equal Opportunity
- We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences.
- Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply.
- We also consider all forms of flexible working, including part time and job shares.
- Most of our people are smart working – spending at least 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.