Join a client-facing operations team where your work directly strengthens long-term client partnerships. You will help deliver a consistent, high-quality servicing experience by coordinating across investment and operational teams. This role offers broad exposure to investment products, processes, and controls in a fast-paced environment.
Job summary
As a Client account management associate in the Client account management team, you will support day-to-day servicing for institutional and sub-advisory clients and help deliver timely, accurate account administration. You will partner with cross-functional teams to coordinate client requests, maintain strong controls, and continuously improve the client experience.
Job responsibilities
- Support primary client account managers by coordinating responses to client servicing requests and managing expectations on timelines and deliverables
- Process account maintenance activities, including account openings, cash flows, contact updates, reporting setup, fee and invoice setup, and guideline-related updates
- Coordinate with internal partners (for example, investment specialists, portfolio managers, trading, cash management, guideline management, and client reporting) to complete client deliverables
- Manage complex and sensitive servicing activities with limited supervision while meeting service-level expectations
- Prepare recurring and ad hoc client reports and materials using Microsoft Excel and Microsoft Word
- Maintain a clear audit trail and follow applicable procedures, including quality control and maker-checker requirements
- Identify operational, client, and control risks, and escalate issues promptly with clear analysis and recommended next steps
- Support workload prioritization, coverage planning, and task allocation during peak periods, absences, or business-critical events
- Communicate status, dependencies, and outcomes clearly and concisely to stakeholders across multiple teams
- Contribute to continuous improvement of servicing processes and the overall client experience
Required qualifications, capabilities and skills
- Bachelor’s degree (or equivalent practical experience)
- Minimum 4 years of relevant experience in client servicing, account management, or investment operations supporting institutional clients
- Demonstrated ability to manage competing priorities and time-sensitive deliverables with limited supervision
- Strong stakeholder management skills, including the ability to align priorities and deadlines with partners at multiple levels
- Proficiency in Microsoft Excel and Microsoft Word for reporting and documentation
- Strong written and verbal communication skills, with attention to detail and follow-through
- Demonstrated control mindset, including maintaining documentation and adhering to quality checks and procedures
- Ability to work effectively with local and global teams across different cultures and working styles
Preferred qualifications, capabilities and skills
- Experience supporting asset management or asset servicing client services teams (for example, custody or investment banking environments)
- Exposure to sub-advisory and/or liquidity client servicing models
- Understanding of common asset classes and investment products
- Familiarity with client reporting setup, service review materials, and ongoing account maintenance processes
- Financial markets awareness and understanding of basic financial concepts
- Advanced Microsoft Excel skills (for example, pivots, lookups, and data reconciliation)
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes