Analyst - Client Account Management

You are a strategic thinker passionate about driving solutions in Global Client Account Management(CAM) Support. You have found the right team.

As a Global Client Account Management Support Professional within our Global CAM Support Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Provide comprehensive support to Client Account Managers (CAMs) across regions, ensuring world-class client experience.
• Manage client expectations by coordinating with Portfolio Managers, Traders, Investment Specialists, and other internal teams as required.
• Process and coordinate account maintenance requests, including cash flows, account openings, reporting setups, fee invoice setups, guideline setups, and exclusion list management.
• Support the maintenance and enhancement of client experience through proactive service delivery.
• Ensure all tasks are executed in accordance with regional procedures, maintaining clear audit trails and quality control through maker-checker processes.
• Communicate effectively and efficiently with multiple teams to facilitate seamless operations.
• Maintain accurate client records and static data for ongoing account management.
• Extract documents and system data to support internal control testing and compliance requests.
• Document and review operational procedures to ensure consistency and quality.
• Provide periodic status updates, control reports, and KPI metrics for conducted work.
• Escalate unclear requests, issues, and errors in a timely manner to ensure prompt resolution.

Required qualifications, capabilities and skills

• Graduate or Post-graduate with at least 3 years of relevant experience.
• Prior experience in Asset Management or Asset Servicing, in client-facing roles within custody or investment banking.
• Understanding of asset management business, asset classes, and investment products.
• Financial market awareness and grasp of basic financial concepts.
• Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
• Excellent communication skills, both verbal and written, with strong client-facing abilities.
• Outstanding accuracy and attention to detail.
• Awareness of business risk and compliance procedures.
• Ability to manage competing priorities and meet tight deadlines.
• Strong numerical and quantitative skills.
• Responsive and flexible approach to client requests and operational demands.

Preferred qualifications, capabilities and skills

• Asset class knowledge and advanced client service expertise.