Job Description :

Delivering an exceptional client experience takes rigor, ownership, and strong partnership. Join a team that supports critical client relationships and helps ensure service excellence across the client lifecycle. In this role, you will solve complex servicing challenges while strengthening controls and improving processes.

Job summary

As a Senior Associate in the Client Account Management team, you will lead day-to-day client servicing for complex institutional and sub-advisory relationships, ensuring timely delivery, strong controls, and clear stakeholder coordination. You will act as a key escalation point for complex requests, partner with cross-functional teams to resolve issues, and drive continuous improvement across servicing processes.

Job responsibilities

Lead day-to-day servicing oversight for assigned client relationships, ensuring consistent, high-quality delivery across servicing activities
Manage complex and sensitive client requests end-to-end, driving timely resolution and clear communication with stakeholders
Provide subject matter expertise across onboarding, account maintenance, reporting setup, cash activity support, fee and billing coordination, and guideline administration
Serve as an escalation point for junior team members, providing guidance and support on complex servicing matters
Coordinate with cross-functional partners (e.g., operations, product, legal, compliance, and technology) to deliver client outcomes and address issues
Plan and execute significant client activities such as account transitions, restructures, amendments, reporting changes, and client audits
Perform quality reviews of critical servicing activities to ensure accuracy and adherence to procedures and controls
Identify operational, client, regulatory, and reputational risks escalate and drive mitigation actions in a timely manner
Support team capacity planning, task allocation, training, mentoring, and development of junior team members
Drive process improvement by identifying automation, standardization, and efficiency opportunities across the servicing lifecycle
Participate in governance forums and project working groups, representing servicing needs and promoting a strong risk and control culture

Required qualifications, capabilities and skills

Graduate or post-graduate degree
8 years of relevant experience in asset management, asset servicing, or client service functions supporting institutional clients
Demonstrated ability to independently manage complex client servicing activities and operational issue resolution
Strong stakeholder management skills, with experience partnering across multiple functions and seniority levels
Experience leading discussions, coordinating deliverables, and driving decisions for client servicing initiatives
Working knowledge of operational risk management, governance practices, and escalation processes
Proven ability to coach, mentor, and develop junior team members
Strong analytical and problem-solving skills, with sound judgment and attention to detail
Ability to prioritize competing demands and deliver high-quality output under tight deadlines
Strong organizational and execution skills, including basic project management capabilities
Strong written and verbal communication skills, with confidence engaging senior stakeholders

Preferred qualifications, capabilities and skills

Experience supporting institutional clients within asset management, custody, or investment banking client service environments
Experience leading process improvement, automation, or transformation initiatives
Advanced proficiency in Excel and PowerPoint experience with reporting and data analysis
Financial market awareness and understanding of core investment concepts
Working knowledge across multiple asset classes and servicing models
Experience partnering with technology teams on system enhancements and operating model changes
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

Asset Management - Client Account Management Senior Associate