Associate Director/ Director- Client Service Manager

Barings•Charlotte, NC

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 day-to-day administrative and operational client needs. The Client Service Manager works closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to deliver exceptional end-to-end service. Success requires strong relationship management, cross-functional collaboration, a client-first mindset, proactive issue resolution, and the ability to anticipate client needs and identify service enhancements. The role is based in Charlotte, North Carolina, within the Global Client Group. The position supports client onboarding, manages complex inquiries, maintains client and service information in the Client360 CRM, and coordinates client communications and meetings. It also contributes to strategic projects intended to improve the client experience and provides support across Barings’ broader U.S. client base.

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 and 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 investment strategies.
Ability to coordinate effectively across cross-functional teams and address complex client servicing needs in a timely and accurate manner.
Excellent written and verbal communication skills, including the ability to simplify complex investment, operational, and reporting concepts for varied audiences.
Proficiency in Excel, PowerPoint, and Word.
Strong organizational and detail-oriented skills, 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, track progress, and escalate issues for prompt resolution.
Develop and maintain a strong understanding of assigned clients and collaborate with internal partners to deliver superior service and identify opportunities to improve 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, interaction histories, and service records in the Client360 CRM application, ensuring clear internal communication and alignment with the client relationship team.
Deliver client communications about key events, reporting updates, product enhancements, operational changes, firm announcements, webinars, and other strategic topics, coordinating messaging and delivery with relevant internal teams.
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 proactive, ongoing dialogue with clients, sharing updates on the firm’s progress, strategic initiatives, and organizational developments.
Contribute to strategic initiatives and projects that improve the overall client experience.
Support Barings’ broader U.S. client base as part of the collaborative Client Experience team.