Client Account Manager

The Role

The Client Account Manager (“CAM”) is a cross-functional role responsible for the day-to-day management of client accounts, ensuring a seamless and responsive experience for our Institutional client base. This role demands a high level of operational expertise, particularly in supporting alternative investment products, and a deep understanding of the end-to-end client lifecycle. The CAM will serve as a key liaison between clients, internal stakeholders, and third-party service providers, delivering consistent, high-quality service and operational excellence across traditional and alternative investment vehicles.

• Operational Lead for Institutional Clients: Provide pre-sale support, manage end-to-end onboarding, and deliver post-sale service across a range of investment products, with a focus on alternatives.
• Client Service Leadership: Serve as the primary service contact, ensuring coordinated, white-glove service delivery tailored to the unique needs of each client.
• Alternative Investments Operations:
  • Manage operational workflows for private funds and other alternative vehicles.
  • Oversee capital activity processes including capital calls, distributions, subscription/redemption cycles, and liquidity management.
  • Coordinate with fund administrators, custodians, and internal teams to ensure accurate and timely execution of alternative investment transactions.
  • Support valuation, performance reporting, and audit processes for alternative products.
• Cross-Functional Coordination: Partner with Sales, Relationship Management, Consultant Relations, Legal, Compliance, Operations, Fund Administration, Technology, and Investment teams to meet client expectations and resolve complex operational issues.
• Project Management: Lead client lifecycle events such as onboarding, transitions, account changes, and offboarding, ensuring alignment across all stakeholders.
• Third-Party Oversight: Manage relationships with external service providers (e.g., fund administrators, custodians, transfer agents) to ensure service standards and operational integrity.
• Client Diligence & Requests:
  • Coordinate responses to RFIs/RFPs, operational due diligence (ODD) requests, and ad-hoc client inquiries.
  • Prepare and review client-specific documentation and reporting packages.
• Cash Flow Coordination: Facilitate cash flow notices and funding instructions across investment vehicles.
• Regulatory & Regional Expertise: Tailor servicing approach based on regional regulatory requirements and client-specific mandates.
• Technology Partnership: Collaborate with Technology teams to enhance onboarding and servicing workflows through the Client Lifecycle Management tool and other platforms.
• Reporting
  
  Collaboration:
  
  Work with Client Reporting teams to ensure timely and accurate delivery of customized reports, including alternatives-specific metrics.

• Bachelor’s Degree or equivalent
• 5–7 years of experience in client service and/or operations, with a strong background in alternative investments
• Deep understanding of operational processes related to private markets and other non-traditional investment vehicles
• Strong interpersonal and communication skills to support internal and external engagement
• High attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); familiarity with CRM and fund administration platforms a plus
• Client-centric mindset with a strong service orientation and sound judgment
• Intellectual curiosity and adaptability to evolving client and product needs

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 - We empower our leaders to create an environment of trust.
• Performance-Oriented - We inspire our people to embody our values,…