Lead Client Servicing Associate - Asset Managment
Core
Lead client servicing for sophisticated asset management and insurance clients, managing complex portfolios, multi-entity structures, and bespoke reporting.
Role type
Senior IC client servicing associate (asset management)
Builds
Seamless client experience across investment operations, reconciliation, and platform usage
Domain
Asset Management / Investment Operations
Deliverable
client delivery
Required skills
client relationship management, investment accounting, reconciliation, multi-currency navigation, data validation, project coordination, process improvement
Preferred skills
experience with large institutional clients, Salesforce proficiency, AI tooling familiarity
Technologies
PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, BOS workflows, Salesforce, Microsoft Excel
Responsibilities
Serve as primary point of contact for client inquiries across investment accounting and reporting; Manage day-to-day servicing across multiple client entities; Investigate and resolve issues using front- and back-office tooling; Perform operational activities including account setup, month-end lockdowns, and reconciliations; Navigate complex multi-custodian and multi-portfolio environments; Support client projects including onboarding and custom reporting; Identify trends and contribute to documentation of best practices
Seniority
Senior, hands-on IC
