Client Account Manager

Oct 03, 2016
Oct 29, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Job Description:

Job Classification: This position is classified as exemptJob Summary & Purpose: To act as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classesAccountabilities:• Act as the daily liaison between the clients and Albourne to ensure the delivery of advisory services• Contribute ideas on how best to service clients based on an understanding of the client's business and portfolio objectives• Prepare portfolio, strategy, and fund level research for clients; this may include summarizing salient points from Albourne research pieces and preparing quantitative analysis (performance, risk, etc.) as requested by clients• Proactively review and highlight new Albourne research to clients based on their current and/or potential portfolio(s)• Gain in depth knowledge of the client's interests and needs to be able to identify cross selling opportunities in coordination with business developers• Responsible for monthly feedback regarding client interactions and satisfaction• 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• Be fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change• 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 client due diligence requests, budgets, and client preferences• Actively participate in the planning and execution of Albourne Events as requested. Participate in the promotion and registration of all Client events• Ensure the internal database and knowledge management system are maintained with up to date information on the clients• Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reportsOther Requirements:• Bachelor's degree from an accredited college/university required• Systems literacy (Microsoft Office)• Proactive self-starter and proficient in time management & multi-tasking skills• Professional demeanour 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 HFDB filing• Attendance at annual company events as requested• Adherence to the Compliance Manual and other Albourne Policies and procedures Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws. Job Type: Full-time Required education:Bachelor's