Asset Management - Client Account Management Analyst

Be part of a team that helps clients navigate their day-to-day servicing needs with speed, care, and precision. In this role, your coordination and ownership will directly improve the client experience.
As a Client account management analyst in the Client account management team, you support day-to-day client servicing across a broad range of investment solutions. You coordinate across internal partners to complete account maintenance, reporting, and service requests accurately and on time. You help strengthen client relationships by ensuring consistent execution, clear communication, and continuous improvement.
Job responsibilities
Support client account managers by coordinating across internal partners to deliver a high-quality client experience
Process and track account maintenance requests, including onboarding support, cash activity support, reporting setup, fee and billing setup, guideline setup, and contact maintenance
Coordinate requirements and follow-ups with partners such as investment specialists, portfolio management teams, trading, cash management, guideline management, and client reporting teams
Prepare recurring and ad hoc client reports and service materials using Microsoft Excel and Microsoft Word
Maintain accurate documentation and a clear audit trail for completed activities
Ensure work is completed in line with regional procedures, including appropriate quality checks and timely escalation of issues
Identify opportunities to improve servicing workflows, reduce errors, and enhance the overall client experience
Communicate updates, deadlines, and dependencies clearly and professionally across multiple teams
Required qualifications, capabilities and skills
Bachelor’s degree (or equivalent)
At least 2 years of experience in client servicing, operations, account management, or a related role
Demonstrated ability to manage stakeholders and coordinate priorities and timelines across multiple teams
Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment
Proficiency in Microsoft Excel and Microsoft Word for preparing and maintaining reports and documentation
Strong written and verbal communication skills, including the ability to communicate clearly and concisely
Experience working effectively with global or cross-cultural teams
Sound judgment and attention to detail when processing requests and maintaining records
Preferred qualifications, capabilities and skills
Experience supporting institutional or sub-advisory clients within asset management, asset servicing, custody, or investment banking environments
Understanding of investment products and asset classes
Working knowledge of core financial concepts and markets
Experience preparing client-facing materials such as service reviews or recurring reporting packs
Experience supporting process improvement, quality control, or operational risk controls in a servicing environment
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.