Vice President, Client Service Management

As a key member of the Client Service team, this role supports relationship management and day-to-day client servicing for a diverse client base, including institutional and retail clients. The individual in this role will help deliver a high-quality client experience by coordinating account onboarding, servicing, change activity, and offboarding processes, while partnering closely with internal teams to meet client needs and timelines.

This is a dynamic role requiring strong organizational, communication, and problem-solving skills. The successful candidate will be able to work independently, contribute effectively as part of a team, and identify opportunities to enhance processes, improve efficiency, and support a strong control environment.

Key Responsibilities

• Project manage account onboarding, client change activity, and offboarding in partnership with clients and internal teams to meet agreed timelines and expectations.
• Provide day-to-day service for a designated client base, including cash flow processing, account changes, custodial changes, new instrument setup, and client communications.
• Serve as a point of contact for clients on account-related matters and coordinate internally to support timely responses and issue resolution.
• Coordinate and complete ad hoc reporting, periodic client and consultant due diligence questionnaires, and annual audit requests within required deadlines.
• Complete ongoing KYC/AML reviews.
• Participate in and/or lead committee and ad hoc meetings as required.
• Maintain accurate client information and account records in Salesforce throughout the client lifecycle.
• File and organize client documentation within central recordkeeping locations.
• Support client meeting preparation and attend meetings as needed.
• Execute work in line with established team procedures and proactively recommend enhancements and process improvements.
• Demonstrate risk awareness and support an appropriate control framework across client servicing activities.
• Develop a detailed understanding of clients and the environment in which solutions are delivered.
• Support ad hoc projects, including coordination with other areas of the firm where needed.

Required Qualifications

• Bachelor’s degree or equivalent combination of education and experience required.
• 3-5 years of experience in the investment management industry.
• Strong verbal and written communication skills.
• Strong organizational skills with the ability to prioritize and manage multiple activities in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Attention to detail and ability to work effectively under pressure and to tight deadlines.
• Proficiency in Microsoft Office applications.

Preferred Qualifications and Skills

• Experience supporting institutional and/or retail clients.
• Experience with client onboarding, servicing, and account maintenance processes.
• Familiarity with KYC/AML review requirements.
• Series 7 and 63 licenses preferred.
• Experience using Salesforce or similar CRM platforms.
• Confident, credible, and effective in meetings and discussions.
• Proactive, collaborative, and team-focused approach.
• Ability to work independently while maintaining strong partnership across teams.
• Demonstrated ownership and accountability for deliverables and outcomes.
• High energy, self-motivation, and a focus on continuous improvement.