Associate Director/ Director- Client Service Manager

Barings • Charlotte, NC

5d

About The Position

Barings is seeking a Client Service Manager with experience supporting institutional clients. The role serves as a trusted partner and primary point of contact, responsible for resolving clients’ day-to-day administrative and operational needs. The Client Service Manager works closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to deliver coordinated client service. Success requires strong relationship management and cross-functional collaboration, a client-first mindset, proactive issue resolution, and the ability to anticipate client needs and identify service enhancements.

The position is part of Barings’ Global Client Group and is located in Charlotte, North Carolina. The manager supports assigned clients and may also contribute to broader initiatives and service for Barings’ U.S. client base as part of the Client Experience team.

Requirements

• Experience in asset management or management consulting supporting financial services.
• Experience servicing institutional investors, such as corporate pensions, public pensions, or insurance companies.
• High emotional intelligence, including the ability to build trust, navigate sensitive situations thoughtfully, and engage empathetically and with a solutions-oriented approach.
• Basic technical knowledge of fixed income, multi-asset, and alternative strategies.
• Ability to coordinate effectively across cross-functional teams and address complex client servicing needs accurately and promptly.
• Excellent written and verbal communication skills, including the ability to explain complex investment, operational, and reporting concepts to different audiences.
• Proficiency in Excel, PowerPoint, and Word.
• Strong organization and attention to detail, with the ability to manage competing priorities under deadline pressure.

Nice To Haves

• Experience with CRM tools such as Salesforce.

Responsibilities

• Partner with the Client Onboarding team and cross-functional stakeholders to support smooth and efficient onboarding, monitor progress, and escalate and resolve issues promptly.
• Develop and maintain a strong understanding of assigned clients and collaborate with internal partners to deliver superior service, enhance the client experience, and strengthen relationships.
• Manage and coordinate resolution of complex client inquiries involving accounting, regulatory reporting, performance, cash flow activity, legal documentation, and other operational processes.
• Maintain client data, interactions, and service records in the Client360 CRM application, supporting transparent communication and alignment across the client relationship team.
• Deliver client communications about key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic matters, coordinating messaging and delivery with internal partners.
• Attend agreed client meetings virtually and in person; coordinate agendas and materials, host discussions, and lead follow-up takeaways as agreed with distribution and investment teams.
• Coordinate, prepare materials for, and host operational due diligence meetings.
• Maintain ongoing proactive dialogue with clients, sharing updates on the firm’s progress, strategic initiatives, and organizational developments.
• Contribute to strategic initiatives and projects that improve the client experience and support Barings’ broader U.S. client base as part of the Client Experience team.

Benefits

• Medical, prescription, dental, and vision coverage, including virtual care.
• Fitness center reimbursement, including online memberships.
• Employee Assistance Program (EAP).
• Fertility benefits.
• 401(k) plan with company match.
• Health Savings Account (HSA) with company contributions.
• Health care and dependent care Flexible Spending Accounts (FSA).
• Retirement Health Reimbursement Account.
• Basic and supplemental life insurance, including spouse and child life insurance.
• Paid vacation, sick days, and annual holidays.
• Paid leaves of absence, including maternity, parental, caregiver, and bereavement leave.
• Short- and long-term disability plans.
• Paid volunteer time.
• Education Assistance Program.
• Charitable Matching Gifts Program.
• Commuter Reimbursement Program.
• Adoption and Surrogacy Reimbursement Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed