Client Account Manager - Institutional Asset Management

Associate Client Account Management

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.