Strategic Client Account Management Specialist

Aumni; Metro Manila; On-site; PHP 700,000 - 900,000; Full time

Job summary

Aumni is seeking a Client Account Management Associate to support day-to-day servicing for institutional clients and help deliver timely, accurate account administration. You will partner with cross-functional teams to coordinate client requests, maintain strong controls, and continuously improve the client experience.

This role offers broad exposure to investment products, processes, and controls in a fast-paced environment, requiring strong Excel/Word skills, stakeholder management, and the

Qualifications

• Bachelor's degree (or equivalent practical experience).
• Minimum 4 years of relevant experience in client servicing or investment operations.
• Proficiency in Microsoft Excel and Microsoft Word; strong communication and time-management skills.
• Ability to work with local and global teams across cultures.

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 (investment specialists, portfolio managers, trading, etc.)
• Manage complex servicing activities with limited supervision while meeting service-level expectations
• Prepare recurring and ad hoc client reports and materials using Excel and Word
• Maintain audit trails and follow quality control procedures
• Identify operational, client, and control risks and escalate with analysis and next steps
• Support workload prioritization, coverage planning, and task allocation during peak periods
• Communicate status and outcomes clearly to stakeholders across teams
• Contribute to continuous improvement of servicing processes and client experience

Skills

Microsoft Excel

Microsoft Word

Stakeholder management

Strong communication

Time management

Education

Bachelor’s degree or equivalent

Job description

Aumni is seeking a Client Account Management Associate to support day-to-day servicing for institutional clients and help deliver timely, accurate account administration. You will partner with cross-functional teams to coordinate client requests, maintain strong controls, and continuously improve the client experience.

This role offers broad exposure to investment products, processes, and controls in a fast-paced environment, requiring strong Excel/Word skills, stakeholder management, and the