Client Account Manager

About the role

Lord Abbett is seeking a Client Account Manager to join the Global Investor Services (GIS) organization, supporting the firm's institutional onboarding, implementation, and client lifecycle management capabilities. This role serves as the primary operational lead for a portfolio of institutional clients, partnering closely with Sales, Relationship Management, Portfolio Management, Operations, Legal, Compliance, Technology, custodians, and external service providers.

Responsibilities

• Serve as the primary operational lead for a portfolio of institutional clients, managing onboarding, implementation, ongoing servicing, and lifecycle events.
• Lead onboarding and implementation projects from initiation through successful completion.
• Coordinate account openings, documentation, funding events, account maintenance, benchmark changes, guideline updates, and other lifecycle events.
• Respond to client inquiries, operational due diligence requests, and servicing activities in accordance with established service standards.
• Coordinate recurring and ad hoc client reporting requirements with internal partners.
• Partner with Relationship Management and Institutional Sales to provide operational support throughout the client lifecycle.
• Build trusted working relationships with clients and internal partners while delivering a responsive, solutions-oriented service experience.
• Develop and manage implementation plans, timelines, milestones, and dependencies across multiple concurrent client initiatives.
• Cross-functionally coordinate activities across Investments, Operations, Technology, Legal, Compliance, Client Reporting, custodians, consultants, and external vendors to ensure successful execution.
• Proactively identify implementation risks, resolve issues, and escalate complex matters appropriately.
• Maintain accurate project documentation and provide clear communication to stakeholders throughout the client lifecycle.
• Contribute to process redesign, workflow standardization, and automation initiatives that improve scalability and reduce operational risk.
• Share knowledge and best practices that strengthen consistency across the Client Account Management function.

Requirements

• 7-10 years’ experience in institutional asset management, client onboarding, implementation, client service, operations, or relationship support.
• Strong understanding of the institutional client lifecycle, including onboarding, implementation, account maintenance, and operational servicing.
• Experience managing multiple onboarding projects or client servicing initiatives simultaneously.
• Working knowledge of institutional investment products, separate accounts, and operational workflows.
• Demonstrated project management and cross-functional coordination skills.
• Excellent communication, organizational, and problem-solving abilities.
• Strong attention to detail and operational risk awareness.
• Experience with client lifecycle management systems, workflow tools, or onboarding platforms preferred.

Qualifications

• Master’s degree in Finance, Business Administration, or related field.
• CPA, CFA, or equivalent certification preferred.

Skills

• Strong project management and cross-functional coordination skills.
• Excellent communication, organizational, and problem-solving abilities.
• Strong attention to detail and operational risk awareness.
• Experience with client lifecycle management systems, workflow tools, or onboarding platforms preferred.

Benefits

Lord Abbett offers a competitive total rewards package, including:

• Annual base salary of $135,000 - $155,000
• Discretionary bonus eligibility
• Retirement plans
• Competitive health and well-being plans

Pay

Annual base salary for this role is $135,000 - $155,000. Salary is estimated for this role. Actual pay may be different.

Schedule

This is a full-time position.

Why Lord Abbett?

Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture: Principles-Based, Performance-Oriented, and Purpose-Driven. We have been ranked #1 in Barron’s Best Fund Families for 2024 and have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.