Account Manager are responsible for the end-to-end client experience for the book of clients assigned to them.  They are the ultimate owners of the client and responsible for their outcomes. They are both client experts and  CWAN experts to champion their client’s success at  CWAN. Account Manage will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.

What You’ll Do:

Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issuesManage and maintain client profile details in a centralized CRM tool which includes AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationshipsAct as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolutionWork closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices Provide consultation on workflows and identify potential opportunities to expand relationship Proactively monitor client health via scorecards and develop remediation plans when necessaryConduct quarterly meetings with clients to obtain feedback on overall satisfactionEnsure clients are successful in meeting their goals with  CWAN and are in a referenceable state

What You’ll Need:

5+ years of relevant industry experience (preferably at buy-side, sell-side, admin or competitor) or 3+ years of  CWAN platform experienceBachelor’s degree required - Finance, Accounting, Economics, Financial Math or related fields is preferred.Strong understanding of investment management workflows and operationsOrganized, motivated performer; willing to learn technical and operational competenciesAbility to cultivate and foster strong relationships with key client stakeholdersCapable of independently managing clients with effective written and verbal communicationStrong collaboration & team building skillsetAbility to manage competing priorities and competent in planning systematicallyStrong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutionsVery strong execution and delivery focus – gets things done