Asset Management - Global Liquidity Client Account Analyst

Responsibilities

• Execute account transactions accurately and in a timely manner, as requested by clients.
• Investigate and resolve settlement and reconciliation breaks, partnering with internal teams to ensure timely completion.
• Identify, research, and remediate account outages and settlement discrepancies, communicating status and outcomes clearly to stakeholders.
• Support user access and troubleshooting for the online Trading and Account Management platform, including core functionality guidance.
• Process client requests and information inquiries end-to-end, ensuring accuracy, documentation, and adherence to procedures and service standards.
• Exercise sound judgment and ownership of issues, escalating appropriately to Client Account Managers and other partners to mitigate client impact and operational risk.

Requirements

• Bachelor's degree.
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required; unlicensed candidates will be considered but must obtain required licenses within 90 days of start date.
• Strong written and verbal communication skills, including the ability to explain issues and resolutions clearly.
• Demonstrated relationship-building and client service skills.
• Strong problem-solving skills and attention to detail.

About Asset Management

Asset Management is a leading investment manager for institutions, financial intermediaries, and individual investors worldwide. With a heritage of more than two centuries and investment professionals operating in major markets globally, we offer a broad range of core and alternative strategies and deep investment insight.

Qualifications, Capabilities, And Skills

• Bachelor's degree.
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required; unlicensed candidates will be considered but must obtain required licenses within 90 days of start date.
• Strong written and verbal communication skills, including the ability to explain issues and resolutions clearly.
• Demonstrated relationship-building and client service skills.
• Strong problem-solving skills and attention to detail.

Pay

Our compensation and benefits package includes base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions.

Schedule

We offer a competitive total rewards package including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.