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