Be the operational anchor behind world-class institutional client service in Asset Management. This role puts you at the center of client lifecycle execution, partnering with teams across regions and functions to resolve issues fast and well. You'll help elevate client experience through strong controls, explicit communication, and continuous process improvement.
As a/an Asset Management Client Services within the Asset Management Client Service Organization, you deliver day-to-day servicing and lifecycle support for institutional, sub-advisory, and global liquidity clients. You manage onboarding-to-offboarding execution, implement query controls and SOPs, and coordinate across internal partners to resolve client needs efficiently. You contribute to a consistent, high-quality client experience across regions through disciplined ownership, escalation, and process improvement.
Job Responsibilities
- Oversee end-to-end client servicing lifecycle including onboarding, day-to-day support, and offboarding for alternatives clients.
- Serve as a primary contact for client inquiries, providing timely updates and clear status communication.
- Monitor client accounts for adherence to guidelines, policies, and refresh requirements including KYC and tax updates.
- Coordinate with Client Reporting, Operations, Investor Relations, and Fund Administrators to resolve complex servicing requests.
- Implement a query tracking framework to log, monitor, and close client items within defined timelines.
- Develop SOPs and onboarding/servicing manuals across alternative strategies to standardize execution.
- Escalate unresolved or high-risk issues using defined protocols and stakeholder alignment.
- Participate in CX and operational efficiency initiatives, contributing to project delivery and change adoption.
- Identify automation and process refinement opportunities to reduce response times and improve service consistency.
- Organize knowledge-sharing sessions to strengthe