Asset Management Client Accounts Specialist

Hammerjack Pty Ltd; Taguig; On-site; PHP 500,000 - 800,000; Full time

Job summary

Hammerjack Pty Ltd in Manila is seeking a Client Account Management Associate to support day-to-day servicing for institutional clients and sub-advisory accounts. You will partner with cross-functional teams to coordinate client requests, maintain controls and improve the client experience.

The role requires a Bachelor's degree or equivalent and at least 4 years of experience in client servicing or investment operations.

Qualifications

• Bachelor's degree or equivalent practical experience.
• Minimum 4 years of relevant client servicing or account management experience.
• Strong stakeholder management and time-management skills.
• Proficiency in Excel and Word for reporting.

Responsibilities

• Support primary client account managers by coordinating responses to client servicing requests and managing expectations on timelines and deliverables
• Process account maintenance activities, including account openings, cash flows, contact updates, reporting setup, fee and invoice setup, and guideline-related updates
• Coordinate with internal partners to complete client deliverables
• Manage complex servicing activities with limited supervision while meeting SLAs
• Prepare recurring and ad hoc client reports using Excel and Word
• Maintain audit trails and follow quality checks and procedures
• Identify operational, client, and control risks and elevate issues with next steps
• Support workload prioritization and coverage planning during peak periods
• Communicate status and outcomes clearly to stakeholders across teams
• Contribute to continuous improvement of servicing processes

Skills

Client servicing

Account management

Stakeholder mgmt

Excel reporting

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Excel

Microsoft Word

Job description

Hammerjack Pty Ltd in Manila is seeking a Client Account Management Associate to support day-to-day servicing for institutional clients and sub-advisory accounts. You will partner with cross-functional teams to coordinate client requests, maintain controls and improve the client experience.

The role requires a Bachelor's degree or equivalent and at least 4 years of experience in client servicing or investment operations.