Institutional, Client Account Manager

What's the role?

Lord Abbett seeks to hire a Client Account Manager (“CAM”)  to service institutional accounts.  CAMs are responsible for developing an understanding of the unique servicing needs of their clients and acting as a client advocate internally within the firm.  The CAM works as part of a dedicated Client Service Team working closely with the Institutional Director (“ID”), the Consultant Relations team and with the Investment Strategist teams to enhance client relationships through providing best in class service and building strong relationships with institutional clients.  The CAM also serves as the key point of contact for all legal, administrative, operational and general servicing issues.

 

Responsibilities

• Act as the day-to-day client service contact for an assigned group of clients (approximately 30—35 accounts) supporting Institutional Directors

• Manage new account openings, including coordination of agreements, account set-up, client communications, etc. and account closings
• Respond to inquiries from clients and consultants and assist Institutional Directors with all other inquiries & requests, such as ad-hoc inquiries and annual audit requests
• Deliver and monitor client reporting to ensure that client reports are reviewed & distributed to set standards and in a timely manner
• Coordinate client meetings and conference calls; attend client meetings as appropriate
• Perform client service functions including but not limited to:
• Communication of capital additions & withdrawals
• Coordination of account changes: Name, Trading Instructions, Custodian, Reporting, Guideline and IMA changes
• Distribution of client communications including investment and intellectual capital communications
• Dissemination of appropriate firm/disclosure documents (i.e. ADVs, Financial statements, etc.)
• Maintenance of client records
• Coordinate with Business Development Team to review RFP responses when appropriate
• Special projects, as needed

Qualifications

• 3-8 years of experience in client service preferred, particularly Institutional
• Strong written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

• Bachelor's Degree 

 

Personal Characteristics Required:

•Strong service orientation

•Strong work ethic

•Intellectually curious

•Detail oriented

•Strong judgment and decision-making skills

•Pro-active/self-motivated

•High sense of urgency

•Ability to prioritize

•Strong organizational skills; ability to prioritize and meet deadlines

•Team player

•Strong interpersonal skills

•Ability to develop strong internal/external relationships and an in-depth understanding of clients’ servicing needs

•Flexible; adaptable to change

 


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