You are a strategic thinker passionate about driving solutions in Institutional Client Account Management and Client Experience. You have found the right team.
As a Client Account Manager, Institutional within our Asset Management Client Service Organization, you will be responsible for delivering an exceptional client experience across the full client lifecycle-onboarding, day-to-day servicing, and offboarding-while partnering closely with Sales, Investment Specialists, Operations, and global service teams.
Job Responsibilities
- Lead end-to-end client servicing across onboarding, day-to-day support, and offboarding for institutional and private banking clients across investment strategies
- Partner with Sales and Investment Specialists to deliver seamless service through dedicated coverage teams and consistent communication.
- Coordinate with Client Account Management teams across North America, EMEA, and Asia to ensure globally aligned servicing and issue resolution.
- Respond to inquiries from Bankers, Client Advisors, HNW investors, and internal stakeholders regarding investment offerings, account status, and servicing requests.
- Investigate escalated client issues, drive follow-ups with product partners and operations teams, and deliver timely, professional resolution.
- Serve as a primary point of contact for clients, providing proactive updates and clear ownership of open items through closure.
- Monitor client accounts to support adherence to investment guidelines, firm policies, and required refresh activities including KYC and tax documentation.
- Implement a structured tracking mechanism to log, monitor, and close client queries within defined service timelines.
- Develop and maintain Standard Operating Procedures and servicing/onboarding playbooks across products and strategies.
- Drive process improvements by validating operating model enhancements, contributing to CX/efficiency initiatives, and identifying automation opportunities.
- Facilitate training through knowledge-sharing sessions and an internal resource library to strengthen product knowledge and elevate service consistency.
Required qualifications, capabilities and skills
- Minimum 8+ years of experience in Asset/Wealth Management with a focus on Investor Relations or Client Services across multiple product types (e.g., registered funds, private funds).
- Demonstrated ability to execute under pressure in a fast-paced environment with strong adaptability and multitasking capability.
- Strong business acumen and ability to communicate financial concepts clearly and confidently to internal and external stakeholders.
- Proven relationship management skills with the ability to build strong partnerships and understand client servicing needs.
- Ability to work independently while managing multiple priorities and cross-functional projects to completion. J
- High attention to detail, strong follow-through, flexibility, and excellent written and spoken English.
- Strong critical thinking skills, including the ability to analyze, synthesize, and interpret data to support decision-making.
Preferred qualifications, capabilities and skills
- Experience working with fund administrators and/or transfer agents.
- Experience automating workflows using tools such as Alteryx and/or programming languages such as Python.
