As a Client Account Management Professional within our Asset Management Client Service Organization, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. You will oversee the entire client servicing lifecycle, including onboarding, support, and offboarding, while fielding inquiries from bankers, client advisors, HNW investors, and internal stakeholders. Your role involves researching, following up, and resolving escalated client issues promptly and professionally. You will serve as the primary point of contact, providing timely updates on account status and monitoring client accounts for compliance with investment guidelines and company policies. Implementing a tracking system to log, monitor, and address client queries efficiently is a key responsibility. You will also develop and maintain SOPs and manuals for client servicing and onboarding, enforcing protocols for escalating complex or unresolved queries to management. Additionally, you will participate in developing scalable operating model solutions and validate proposed ideas. Contributing to projects aimed at enhancing client experience and operational efficiency is essential. Finally, you will organize knowledge-sharing sessions and maintain a resource library for best practices.