Associate Alternatives Client Account Management

You are a strategic thinker passionate about driving solutions in Alternatives Client Servicing & Client Experience. You have found the right team. As a Client Account Manager Alternatives within our Asset Management Client Service Organization you will be responsible for delivering a best-in-class client experience across onboarding day-to-day servicing and offboarding for alternatives investors.

Job Responsibilities

• Oversee the end-to-end client servicing lifecycle (onboarding ongoing support and offboarding) for alternatives clients.
• Field inquiries from Bankers Client Advisors HNW investors and internal stakeholders on alternatives offerings.
• Resolve escalated client issues by coordinating with bankers product partners operations and other stakeholders.
• Serve as the primary point of contact providing timely updates on account status and service requests.
• Monitor client accounts for adherence to investment guidelines firm policies KYC requirements and tax refreshes.
• Implement a tracking framework to log monitor and close client queries within defined service timelines.
• Develop and maintain SOPs and manuals for client servicing and onboarding across alternative strategies.
• Enforce escalation protocols for complex or unresolved queries to ensure timely expert and leadership engagement.
• Validate scalable operating-model solutions by supporting idea development and reviewing plans pre-implementation.
• Drive client experience enhancements through automation process refinement and improved response times.
• Organize knowledge-sharing sessions and maintain an internal resource library on alternatives products and best practices.

Required qualifications capabilities and skills

• Graduate /Post graduate with at least 7 years of Asset/Wealth Management experience in Investor Relations/Client Services with alternatives exposure (e.g. registered/private funds).
• Communicate financial concepts clearly and confidently with clients and stakeholders.
• Build strong client and internal partnerships with a deep understanding of servicing needs.
• Collaborate effectively across global teams with cultural awareness and adaptability.
• Demonstrate strong attention to detail follow-through flexibility and excellent communication skills.
• Apply critical thinking to analyze synthesize and interpret data to inform actions and decisions.

Preferred qualifications capabilities and skills

• Have experience working with fund administrators and/or transfer agents.
• Leverage automation tools (e.g. Alteryx) and programming (e.g. Python) to streamline workflows and reporting.