Client Account Manager jobs in United States
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Lord, Abbett & Co. LLC · 1 day ago

Client Account Manager

Lord, Abbett & Co. LLC is a leading global independent investment management company. The Client Account Manager will be responsible for managing client accounts and ensuring a high-quality service experience for institutional clients, particularly in alternative investments.

ConsultingFinancial Services

Responsibilities

Provide pre-sale support, manage end-to-end onboarding, and deliver post-sale service across a range of investment products, with a focus on alternatives
Serve as the primary service contact, ensuring coordinated, white-glove service delivery tailored to the unique needs of each client
Manage operational workflows for private funds and other alternative vehicles
Oversee capital activity processes including capital calls, distributions, subscription/redemption cycles, and liquidity management
Coordinate with fund administrators, custodians, and internal teams to ensure accurate and timely execution of alternative investment transactions
Support valuation, performance reporting, and audit processes for alternative products
Partner with Sales, Relationship Management, Consultant Relations, Legal, Compliance, Operations, Fund Administration, Technology, and Investment teams to meet client expectations and resolve complex operational issues
Lead client lifecycle events such as onboarding, transitions, account changes, and offboarding, ensuring alignment across all stakeholders
Manage relationships with external service providers (e.g., fund administrators, custodians, transfer agents) to ensure service standards and operational integrity
Coordinate responses to RFIs/RFPs, operational due diligence (ODD) requests, and ad-hoc client inquiries
Prepare and review client-specific documentation and reporting packages
Facilitate cash flow notices and funding instructions across investment vehicles
Tailor servicing approach based on regional regulatory requirements and client-specific mandates
Collaborate with Technology teams to enhance onboarding and servicing workflows through the Client Lifecycle Management tool and other platforms
Work with Client Reporting teams to ensure timely and accurate delivery of customized reports, including alternatives-specific metrics

Qualification

Alternative Investments OperationsClient Service LeadershipOperational ProcessesMicrosoft OfficeProject ManagementClient-Centric MindsetIntellectual CuriosityInterpersonal SkillsAttention to DetailOrganizational Skills

Required

Bachelor's Degree or equivalent
5–7 years of experience in client service and/or operations, with a strong background in alternative investments
Deep understanding of operational processes related to private markets and other non-traditional investment vehicles
Strong interpersonal and communication skills to support internal and external engagement
High attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Office (Word, Excel, PowerPoint); familiarity with CRM and fund administration platforms a plus
Client-centric mindset with a strong service orientation and sound judgment
Intellectual curiosity and adaptability to evolving client and product needs

Benefits

Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus.
Competitive total compensation
Retirement plans
Competitive health and well-being plans

Company

Lord, Abbett & Co. LLC

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Our Vision We aspire to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility.

Funding

Current Stage
Late Stage

Leadership Team

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Sarah Vennekotter Ali
Managing Director & Chief Operating Officer, Investments
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Adam Backman, CFA
Partner, Head of Alternatives - Client Services
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Company data provided by crunchbase