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