Analyst Client Account management

Global Client Account Management (CAM)Support

Global Client Account Management Support Professional

Job Responsibilities

• Support Primary Client Account Managers (CAMs) in delivering a world-class client experience and managing client expectations.
• Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, Guideline Management, and other teams as required.
• Process and coordinate account maintenance requests, including cash flows, account opening, reporting setup, fee invoice setup, guideline setup, and exclusion list maintenance.
• Maintain and enhance all aspects of client experience, ensuring tasks are executed in line with regional procedures and quality controls.
• Serve as a key contact for administrative, operational, and general servicing issues for CAMs globally.
• Maintain accurate client records and static data.
• Extract documents or system data to support internal control testing requests.
• Document and review procedures to ensure compliance and efficiency.
• Provide periodic status, control, and KPI reports for conducted work.
• Escalate unclear requests, issues, and errors in a timely manner.

Required qualifications, capabilities and skills

• Bachelor's degree with at least 3 years of relevant experience.
• Prior experience in Asset Management or Asset Servicing in client services roles within custody or investment banking.
• Understanding of asset management business, asset classes, and investment products.
• Strong financial market awareness and grasp of basic financial concepts.
• Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook (intermediate to advanced).
• Excellent communication skills (verbal and written), especially in client-facing situations.
• 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.

Preferred qualifications, capabilities and skills

• Experience in client-facing roles within asset management or investment banking.
• Advanced stakeholder management skills, with the ability to partner with stakeholders at all levels.
• Exceptional prioritization, time management, and multi-tasking abilities.
• Strong work ethic, positive attitude, and proactive approach.
• Ability to work collaboratively with local and global teams, as well as independently.

• Sensitivity to different cultures and working styles.