Job Description
Job Description
You are a strategic thinker passionate about driving solutions in Client Account Management. You have found the right team.
As a Client Account Management Professional / Lead within our Asset Management Client Service Organization, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. You will oversee the entire client servicing lifecycle, including onboarding, support, and offboarding, while fielding inquiries from bankers, client advisors, HNW investors, and internal stakeholders. Your role involves researching, following up, and resolving escalated client issues promptly and professionally. You will serve as the primary point of contact, providing timely updates on account status and monitoring client accounts for compliance with investment guidelines and company policies. Additionally, you will implement a tracking system to log, monitor, and address client que...
You are a strategic thinker passionate about driving solutions in Client Account Management. You have found the right team.
As a Client Account Management Professional / Lead within our Asset Management Client Service Organization, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. You will oversee the entire client servicing lifecycle, including onboarding, support, and offboarding, while fielding inquiries from bankers, client advisors, HNW investors, and internal stakeholders. Your role involves researching, following up, and resolving escalated client issues promptly and professionally. You will serve as the primary point of contact, providing timely updates on account status and monitoring client accounts for compliance with investment guidelines and company policies. Additionally, you will implement a tracking system to log, monitor, and address client que...
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