Client Services Manager - Asset Manager

Job Description

Key Responsibilities Client & Account Onboarding • Lead the full implementation lifecycle for new separately managed accounts, commingled funds, and sub-advisory relationships. • Coordinate account opening across multiple custodians. • Gather and document client-specific requirements: investment guidelines, restricted securities, liquidity terms, reporting frequency, and fee basis points. • Work with client’s operations and consultant teams to agree on data delivery methods Compliance & Regulatory • Ensure all AML (Anti-Money Laundering), KYC (Know Your Customer), FATCA, and CRS documentation is collected and verified. • Partner with Legal and Compliance Show More