Client Administration Officer jobs in United States
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TCW · 21 hours ago

Client Administration Officer

TCW is a firm specializing in client services, and they are seeking a Client Administration Officer to manage and coordinate all client lifecycle events. This role serves as a critical hub within the firm, ensuring seamless coordination across internal teams, external partners, and clients while contributing to account data governance and operational continuity.

Asset ManagementFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Serve as the primary point of contact for clients and consultants on institutional separate account lifecycle events, including onboarding, amendments, closures, custodial conversions, consolidations, and vehicle changes
Manage and coordinate lifecycle events with internal stakeholders across Operations, Compliance, Investment, and Legal teams to ensure seamless execution
Establish and maintain account data and structures in internal systems, ensuring accuracy, consistency, and compliance with firm standards
Act as the central liaison for Operations, Compliance, Legal, Trading Desk, and other business units, providing clear communication and issue resolution
Develop, implement, and enforce procedures to enhance efficiency, service quality, and client satisfaction
Provide backup support for client associates during absences or transitions to maintain uninterrupted client service

Qualification

Client Lifecycle ManagementData GovernanceCapital Markets KnowledgeMicrosoft Office ProficiencyBlackrock Aladdin ExperienceAnalytical SkillsClient Service SkillsAttention to DetailVerbal CommunicationWritten CommunicationTeamworkOrganizational Skills

Required

Bachelor's degree from an accredited college or university with 5+ years of relevant experience
Solid working knowledge and understanding of capital markets; experience with fixed income
Proficient with Microsoft Office applications
Experience with Blackrock's Aladdin systems, not mandatory
A self-starter who takes initiative and can work independently
Strong analytical skills and excellent attention to detail
Excellent verbal and written communications skills
Strong client service and relationship building skills
Must demonstrate initiative, resourcefulness, creativity and analytical problem-solving skills
The ability to work well in a team environment, as well as independently
Well organized and able to prioritize multiple requests from a variety of sources

Benefits

Annual discretionary bonus
TCW’s comprehensive benefits package

Company

TCW

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TCW is a global asset manager with more than fifty years of experience across fixed income, equities, and alternatives.

H1B Sponsorship

TCW has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (5)
2023 (2)
2022 (5)
2021 (4)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Nippon Life Insurance Company of Japan
2017-12-01Series Unknown
2012-08-08Acquired

Leadership Team

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Bob Baxter
Senior Vice President
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David D. Kim
Managing Director, Head of Japan
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Company data provided by crunchbase