VP, Client Service - Asset Management VP, Client Service - Asset Management …

in New York, NY
Permanent, Full time
Last application, 21 Oct 21
Base Salary Plus Bonus
in New York, NY
Permanent, Full time
Last application, 21 Oct 21
Base Salary Plus Bonus
A top-tier institutional asset management firm based in midtown Manhattan is currently looking to hire a Vice President, Client Service with 5-10+ years of institutional client service / investor relations experience at an asset management firm, hedge fund or private bank. This is a great opportunity to work at an asset management firm with a strong track record

Vice President, Client Service

The Vice President, Client Service supports all aspects of the client servicing effort and is a key member of the Relationship Management team. The role includes day to day responsibility for assigned relationships and acts as the primary back-up to a Relationship Manager (RM) on all shared accounts.


  • Anticipate and address with RMs as well as independently to ensure the full range of client portfolio needs are met, account start-up and integration are completed seamlessly, and account and relationship issues are addressed promptly
  • Preparation of third-party correspondence including performance reports, quarterly questionnaires, audit responses, etc.
  • Prepare RM and key investment professionals for client meetings, including but not limited to a detailed review of presentation materials, coordination of relevant account information, in addition to compiling ad-hoc value-add material as appropriate
  • Organize and maintain client data in CRM system, audit existing client and account information and documentation, keep content and recipient information accurate and up to date
  • Update and maintenance of a web-based data collection system for reporting investor level performance data to Consultants
  • Serve as back-up for client service team members to ensure the needs of clients are met at all times
  • Effectively partner and collaborate with various teams, such as Marketing, Sales, Legal, Compliance, Operations and Investment Research to deliver top-tier service
  • Ability to lead and execute strategic projects to streamline and evolve client service processes


  • 5-10+ years of institutional client service experience within the asset management industry
  • Intellectual curiosity, specifically toward the financial industry and active management
  • Established presentation skills and public speaking
  • Strong relationship builder, both internal and external, as well as demonstrate excellent people savvy skills
  • Excellent organization skills, resourceful and demonstrated ability to work both independently and in collaboration
  • Proven ability to exercise sound judgment and independent problem solving
  • Demonstrate ability to break down complex problems and offer solutions
  • Ability to complete work independently in a timely, accurate, and thorough manner
  • Superior verbal and written communication skills with client, prospects and colleagues
  • Extensive knowledge of the Microsoft Office Suite including Excel and PowerPoint; ability to learn other applications as required; Advent Portfolio Exchange and CRM experience (SalesForce) a plus
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