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.

• 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.

• 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.

• 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.