Manager, Client Account Services
Core
Managing day-to-day servicing of institutional clients holding separate accounts, sub-advised, and proprietary products, including onboarding support and resolving complex operational issues.
Role type
Manager, Client Account Services
Builds
Operational servicing agreements and high-quality client experiences for institutional clients
Domain
Asset Management / Institutional Client Services
Deliverable
client delivery
Required skills
Client operations management, complex issue resolution, data analysis, negotiation, regulatory compliance, stakeholder communication, process improvement
Preferred skills
Asset management business knowledge, separate account institutional client familiarity, multi-project management, prioritization, analytical skills, attention to detail
Technologies
N/A
Responsibilities
Oversee client operations and administration support; analyze data to develop operating agreements; communicate with clients and service providers; lead internal process improvement initiatives
Seniority
Manager, hands-on leadership