Client Account Manager

Lord Abbett.com

$135K — $155K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years of experience in institutional asset management or related fields
  • Strong understanding of the institutional client lifecycle
  • Experience managing multiple onboarding projects or client servicing initiatives
  • Working knowledge of institutional investment products and operational workflows
  • Demonstrated project management and coordination skills
  • Excellent communication and organizational abilities
  • Strong attention to detail and operational risk awareness
  • Experience with client lifecycle management systems is a plus

Responsibilities

  • Serve as the primary operational lead for institutional clients, managing onboarding and lifecycle events
  • Lead onboarding and implementation projects from initiation to completion
  • Coordinate account openings, funding events, and account maintenance
  • Respond to client inquiries and operational due diligence requests
  • Partner with Relationship Management and Institutional Sales for operational support
  • Develop and manage implementation plans and timelines across client initiatives
  • Identify implementation risks and maintain accurate project documentation

Benefits

  • Competitive total rewards package
  • Retirement plans
  • Health and well-being plans
Full Job Description
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.

The Client Account Manager is responsible for independently managing client onboarding, operational servicing, and lifecycle events while coordinating cross-functional activities to ensure timely execution, operational excellence, and strong governance. The role requires strong project management skills, operational discipline, and the ability to coordinate multiple stakeholders to deliver a high-quality client experience while maintaining an appropriate control environment.

This position is ideal for a client-focused professional with institutional onboarding or servicing experience who is looking to expand their expertise by managing increasingly complex client relationships while contributing to the continued evolution of Lord Abbett's institutional servicing platform.

We'll trust you to:

Client Lifecycle Management & Operational Excellence
  • 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.

Project Management & Cross-Functional Collaboration
  • Develop and manage implementation plans, timelines, milestones, and dependencies across multiple concurrent client initiatives.
  • 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.


You'll need to have:

  • 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.


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

Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance.

Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett

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