About The Position
The Client Services & Client Portal Sr. Associate supports North American clients and Client Portal activities, working closely with Sales and internal stakeholders to provide a seamless client experience. The role combines day-to-day client servicing with support for the Client Portal and the broader digital client experience, contributing to a scalable, client-centric service model. The associate helps coordinate and resolve client service issues, supports operational and portal-related inquiries, and works with Technology, Operations, and global Client Services teams. The position also contributes to improving service quality, operational efficiency, portal adoption, and the overall client experience.
Requirements
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- 3–5 years of experience within asset management, investment servicing, wealth management, financial services, or a related client-facing environment.
- Excellent verbal and written communication skills.
- Strong organizational and project coordination capabilities.
- Demonstrated problem-solving and stakeholder management skills.
- Proficiency in Microsoft Office applications, including Excel and PowerPoint.
Nice To Haves
- Experience supporting institutional investors, consultants, intermediaries, or retirement clients.
- Experience supporting client-facing technology platforms, digital channels, or portal solutions.
Responsibilities
- Partner with Sales and internal stakeholders to deliver a seamless client experience and meet client needs.
- Identify, escalate, and help resolve service issues and potential risks in a timely manner.
- Support client reporting queries and amendments.
- Liaise with Investment Operations, including on updates to authorized signatory lists for shareholder services.
- Support the TPRM process and third-party/vendor management.
- Support ad-hoc pooled fund communications.
- Handle non-portal operational client inquiries.
- Coordinate with Technology and Operations teams to resolve client issues related to the Client Portal.
- Use client feedback and usage insights to improve portal adoption, functionality, and the overall client experience.
- Maintain user documentation and training resources.
- Support initiatives to enhance client experience, service quality, and operational efficiency.
- Monitor service trends, issues, and client feedback, and help identify opportunities for improvement.
- Collaborate with global Client Services teams to share best practices and promote consistent service delivery.
Benefits
- Retirement savings plan (401(k)) with company match.
- Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
- Paid time off, including vacation, sick leave, short-term disability, and leave for family care responsibilities.
- Access to an Employee Assistance Program.
- Incentive compensation, including eligibility for annual performance-based awards, subject to stated exclusions.
- Eligibility for certain tax-advantaged savings plans.
- Inclusive development opportunities.
- Flexible work-life support.
- Paid volunteer days.
- Employee networks.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
