Asset Management - Client Account Management Associate

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