Client Account Manager

Albourne Partners -
Stamford

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Job details

Permanent | Full-time
£60,000 - £75,000 a year
4 days ago

Benefits

Private dental insurance
Annual leave
Company events
Gym membership

Qualifications

Investment
Meeting coordination
Client engagement
Stakeholder liaison
Microsoft Office Suite
Bachelor's degree
Account management
Time management

Full job description

Vacancy Name

Client Account Manager

Vacancy No

VN10581

Status

Active

Country

United States

Region

City

Stamford

Description

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.

Key Responsibilities

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

Key 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

Benefits & Perks:

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Wellness, weekly yoga, and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Job Pay Transparency: $60,000 to $75,000/year

Job Type: Full-time

Location: Stamford, CT

Work authorization: Must be eligible to work in the United States. Visa sponsorship is not available for this position.

Albourne America LLC is an equal opportunity employer and employs applicants and treats employees without regard to race, color, creed, religion, sex, gender identity or gender expression, pregnancy, breastfeeding or medical conditions related to breastfeeding, genetic characteristic, sexual orientation, national origin, ancestry, medical condition, political affiliation, age, veteran status, uniform service member status, marital status, or physical or mental disability, as well as any other classifications protected by applicable federal, state or local laws.

Please click here to view Albourne America’s privacy policy.

Employment Type

Full Time Permanent

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