Client Account Manager

Key Responsibilities

• Support the Client Relationship Manager as a key point of contact for the institutional client base.
• Ensure that client needs, both simple and complex are met in a timely and professional manner by either personally handling or coordinating with other teams within the organization.
• Lead client account onboardings, change management events and shut down projects.
• Coordinate with various business areas (such as Client Relationship Management, Portfolio Management, Legal, Compliance, Operations, Proposal Management) to address client queries.
• Be proactive in client communications.
• Maintain data quality of client information and develop ways to improve efficiencies.
• Oversee the preparation of client DDQs/RFPs/RFIs
• Organize client meetings and oversee the preparation of meeting materials.
• Provide support in the preparation and hosting of client training seminars.

Key Relationships

• Internal: Client Relationship Management, Portfolio Management, Legal, Compliance, Investment Operations, and Proposal Management across regions.
• External: Institutional clients including central banks, official institutions, pension funds, endowments, and foundations across the globe.

Role Requirements: Qualifications & Experience

• 7-10 years’ experience in the financial services industry.
• Knowledge of asset management and fixed income strongly preferred.
• Proficient in institutional client investing and servicing clients to meet investment objectives.
• Advanced computer skills (Word, Excel, and PowerPoint).

Essential Skills and Competencies

• Client Focus: Maintains a “clients first” approach in order to achieve internal and external client satisfaction. Anticipate and identify clients’ needs by providing them with the appropriate solutions while taking into account the firm’s ethics and interests.
• Excellent Communication Skills: Expresses his/her messages, both orally and in writing, in an effective, precise and organized manner, which is appropriate to the audience being addressed.
• Detailed Oriented: Attentive to the precision and thoroughness of the information sent and to the quality of the work product; ensures that errors are minimized.
• Responsible and Conscientious: Able to manage multiple deadlines and commitments while taking into consideration one’s own limits.
• Analytical Skills: Identifies all aspects of a subject and examines them in a critical way to construct a synthesized point of view. Driven by the desire to know more about things, people or events.
• Driven: Works proactively and independently, implementing work processes, ideas and solutions, including in situations where information is missing or unusual.
• Conduct:
  • Be a role model, supporting and fostering a culture of good conduct.
  • Demonstrate proactivity, transparency, and accountability for identifying and managing conduct risks.
  • Consider the implications of your actions on colleagues, partners, and clients before making decisions and escalate issues to your manager when unsure.

• Dynamic career opportunities across the globe
• Volunteering initiatives to support our local communities and connect with our colleagues.
• The opportunity to contribute to our award-winning Sustainability efforts and join our community of Future Makers
• Access to a robust wellbeing program including mental health support and resources.
• An award-winning online learning and development platform
• Hybrid working
• A diverse and inclusive working environment where you can be your authentic self.