Client Service, Associate Director

Job Description

Americas client service with an aim to surpass investor needs for accurate and timely information with superior service. Key liaison to support client onboarding, portfolio management and client service with a focus on internal stakeholders (legal, compliance, administrators, investment teams, risk management). The role will involve client interaction, with a focus on operational aspects of onboarding and operational management of separate account clients.

Portfolio management support

• Indicating appetite for prospective investments, ensuring it is a fit with LPA restrictions and client expectations and maintenance of the portfolio management tools
• Support in coordination of US Risk Committee on a quarterly basis together with US operations team
• Operational point of contact for clients for both onboarding and ongoing client requests
• Manage co-investment syndication process

Onboarding

• Manage workflow processes including, but not limited to: compliance, AML/KYC
• Support all Americas investors with onboarding and accessing LGT CP products
• Work with various stakeholders to ensure product offerings are attractive and compliant for Americas client base

Product development support

• Assist Head of Americas Business Development and program management on product development work
• Research potential new avenues that the company can offer to clients to invest in our products (i.e. structuring solutions via feeders, parallel fund structures)
• Support the build out of client service for wealth management effort in the Americas, including point of contact for client inquiries, liaising with relationship managers and portfolio managers on regular client updates/collateral, and internal stakeholders regarding structuring, onboarding

Client communications

• Coordinate on investor reporting, including standard and ad hoc requests.
• Analyze portfolio developments of Americas mandates and coordinate with global program management to ensure effective communication to clients on these developments

Global program management and client service

• Join meetings with global program management and coordinate with other client service professionals across offices to ensure flow of information, use of and implementation of best practices

Requirements

• Bachelor Degree
• Quick learner, meticulous, detail-oriented
• Intermediate to advanced knowledge of Microsoft Office and Outlook
• Professional demeanor & phone manner
• Proven organizational skills - ability to multi-task and prioritize heavy workload
• Eager to be part of a strong and supportive Administrative team
• Good team player who can also function independently
• Energetic, flexible, and capable of working under time constraints
• Ability to work with colleagues at other global offices of the firm, and to manage communications and schedules accordingly
• Legally authorized to work in the United States

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.
Mary Jane McGrath
Human Resources
LGT Capital Partners (USA) Inc.
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