Alternatives - Client Account Management - Senior Associate

Sales Support Position

You are a strategic thinker passionate about driving solutions in Client Account Management. You have found the right team.

As a Client Account Management Professional within our Asset Management Client Service Organization, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. You will oversee the entire client servicing lifecycle, including onboarding, support, and offboarding, while fielding inquiries from bankers, client advisors, HNW investors, and internal stakeholders. Your role involves researching, following up, and resolving escalated client issues promptly and professionally. You will serve as the primary point of contact, providing timely updates on account status and monitoring client accounts for compliance with investment guidelines and company policies. Implementing a tracking system to log, monitor, and address client queries efficiently is a key responsibility. You will also develop and maintain SOPs and manuals for client servicing and onboarding, enforcing protocols for escalating complex or unresolved queries to management. Additionally, you will participate in developing scalable operating model solutions and validate proposed ideas. Contributing to projects aimed at enhancing client experience and operational efficiency is essential. Finally, you will organize knowledge-sharing sessions and maintain a resource library for best practices.

Job Responsibilities :

• Oversee the entire client servicing lifecycle, including onboarding, support, and offboarding.
• Field inquiries from bankers, client advisors, HNW investors, and internal stakeholders.
• Research, follow up, and resolve escalated client issues promptly and professionally.
• Serve as the primary point of contact, providing timely updates on account status.
• Monitor client accounts for compliance with investment guidelines and company policies.
• Implement a tracking system to log, monitor, and address client queries efficiently.
• Develop and maintain SOPs and manuals for client servicing and onboarding.
• Enforce protocols for escalating complex or unresolved queries to management.
• Participate in developing scalable operating model solutions and validate proposed ideas.
• Contribute to projects aimed at enhancing client experience and operational efficiency.
• Organize knowledge-sharing sessions and maintain a resource library for best practices.

Required qualifications, capabilities and skills :

• Possess at least 8 years of experience in Asset/Wealth Management, focusing on alternative products.
• Demonstrate strong business acumen and communicate financial concepts confidently.
• Build strong client and internal relationships with a deep understanding of servicing needs.
• Work independently and manage multiple projects across business areas.
• Exhibit high attention to detail, excellent follow-through, and strong English skills.
• Apply critical thinking to analyze, synthesize, and interpret data.
• Show adaptability to changing business demands and expectations.
• Effectively execute under pressure in a fast-paced environment.
• Have experience working with fund administrators or transfer agents.
• Demonstrate proficiency in automating processes using Alteryx and Python.

Preferred qualifications, capabilities and skills :

• MBA in Finance or Customer Relationship Management.
• Experience with fund administrators or transfer agents.
• Proficiency in Alteryx and Python for process automation.