This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
We are looking for a professional client service individual to join our Portfolio team in our Stamford, CT office. As a Client Account Manager, you will be the conduit through which Albourne provides investment advice to its clients including interacting with them on a daily basis. The Client Account Manager acts as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes.
Job Responsibility:
Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients
Proactively highlight new Albourne research to clients based on the team’s knowledge of their current and/or potential portfolio(s)
Responsible for monthly feedback regarding client interactions and satisfaction
Be fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change
Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports
Requirements:
Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures
What we offer:
Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays
Welcome to CrawlJobs.com – Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.
We use cookies to enhance your experience, analyze traffic, and serve personalized content. By clicking “Accept”, you agree to the use of cookies.