Asset Management Client Services Specialist

Asset Management - Client Account Management

Be the operational anchor behind world-class institutional client service in Asset Management. This role puts you at the center of client lifecycle execution, partnering with teams across regions and functions to resolve issues fast and well. You’ll help elevate client experience through strong controls, clear communication, and continuous process improvement.

As a/an Asset Management Client Services within the Asset Management Client Service Organization, you deliver day-to-day servicing and lifecycle support for institutional, sub-advisory, and global liquidity clients. You manage onboarding-to-offboarding execution, implement query controls and SOPs, and coordinate across internal partners to resolve client needs efficiently. You contribute to a consistent, high-quality client experience across regions through disciplined ownership, escalation, and process improvement.

Job Responsibilities

• Oversee end-to-end client servicing lifecycle including onboarding, day-to-day support, and offboarding for alternatives clients.
• Serve as a primary contact for client inquiries, providing timely updates and clear status communication.
• Monitor client accounts for adherence to guidelines, policies, and refresh requirements including KYC and tax updates.
• Coordinate with Client Reporting, Operations, Investor Relations, and Fund Administrators to resolve complex servicing requests.
• Implement a query tracking framework to log, monitor, and close client items within defined timelines.
• Develop SOPs and onboarding/servicing manuals across alternative strategies to standardize execution.
• Escalate unresolved or high-risk issues using defined protocols and stakeholder alignment.
• Participate in CX and operational efficiency initiatives, contributing to project delivery and change adoption.
• Identify automation and process refinement opportunities to reduce response times and improve service consistency.
• Organize knowledge-sharing sessions to strengthen product/strategy awareness and servicing readiness.
• Maintain an internal resource library of best practices, templates, and playbooks for repeatable client service delivery.

Required qualifications, capabilities and skills

• Earn a graduate or postgraduate degree in a relevant discipline.
• Demonstrate 6+ years of experience in asset management/asset servicing client services, ideally in client-facing environments.
• Communicate financial concepts clearly and confidently with clients and internal stakeholders.
• Build strong relationships and demonstrate client empathy through understanding servicing needs and priorities.
• Operate independently while managing multiple projects across business areas to deliver results.
• Exhibit excellent attention to detail
• Analyze data effectively by synthesizing information, interpreting trends, and applying critical thinking to resolve issues.

Preferred qualifications, capabilities and skills 

• Hold an MBA in Finance
• Leverage experience supporting alternatives client servicing models and lifecycle activities.
• Apply custody or investment banking servicing experience to navigate complex operational dependencies.
• Automate workflows using tools such as Alteryx to improve turnaround times and reduce manual effort.
• Program in Python (or similar) to enable scalable controls, tracking, or reporting solutions.
• Drive continuous improvement by translating client pain points into simplified processes and measurable outcomes.
• Standardize service delivery by creating reusable templates, checklists, and knowledge artifacts across regions.

Experience Level

Senior Level