• Client Service Associate

    Job ID
    [2018]-1366
    Category
    Sales & Marketing
    City
    Jersey City
    State
    NJ
  • Overview

    About Lord Abbett:

     

    Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors.

     

    From the very beginning, we’ve recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization.

     

    We’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.

     
    Now that you know our history, are you ready to be part of our future? 

    Responsibilities

    Responsible for partnering with Relationship Managers in strengthening and developing relationships with the professional buyer community to win product endorsements and accelerate sales.

     

    Provide client service for all Broker/Dealer analyst related requests

    • Complete data & attribution inquiries
    • Respond to Investment Professional inquiries (detailed history on departures etc.)
    • Provide commentary (additional language regarding contributors/detractors, outlook, etc. for a specified time period other than the normal quarterly or annual)
    • Research portfolio specific inquiries (sub-advised clients)
    • Coordinate back office changes/issues (Trust changes, Portfolio name changes, etc.) and prospectus mailings
    • Facilitate the review and communication of legal agreements and amendments (i.e. NDA, UCITs etc.)
    • Research Separately Managed Account (SMA) and Mutual Fund (MF) performance discrepancy reviews
    • Facilitate the mailing and printing of invoice reimbursements for sub-advised/insurance clients
    • Oversee general invoice reimbursement resolutions

    Coordinate and attend onsite investment due diligence meetings & conference calls

    • Set-up call & prep meetings, including gathering previous notes, collecting sales, asset and flow data, and preparing all prep documents
    • Prepare all materials (standard and legal/principal review if necessary)
    • Take notes & post to the shared drive
    • Coordinate any necessary follow up items

    Prioritize production of marketing materials around quarter-end

     

    Facilitate and complete monthly, quarterly, annual, and ad hoc reporting of research tasks and Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) to ensure requests and deadlines are met:

     

    • Coordinate all research related questionnaires, RFIs and DDQs
    • Respond to monthly performance, commentary and holdings requests
    • Ensure quarterly data templates, portals, & certifications requests are completed
    • Coordinate the annual review of prospectus and SAI filings
    • Facilitate the completion of certifications with legal & compliance as requested including regulatory requirements such as the N-CSR, NQ, and MD&A with Operations
    • Complete client specific board reports, surveys, date templates, and ad-hoc requests
    • Manage Series Fund mailing lists

    Work with the Transition Management team on the coordination of all On/off-boarding of all Relationship Management accounts as well as large security withdrawals; I-Share accounts, Insurance Sub-advised accounts, and Commingled Trust participants.

    • Participate in the coordination of kick-off meeting(s) with appropriate internal channels
    • Facilitate internal review of agreement and guidelines
    • Review and coordinate communication with the client/consultant
    • Coordinate logistics with transition manager/operations including confidentiality agreements, timelines, buy/sell list with the Investment Team

    Qualifications

    • 3+ years of Client Service / Relationship Management experience across asset management
    • Prior retail, institutional or Broker/Dealer relationship management and client service experience is preferred but not required
    • You must be authorized to work in the United States
    • Series 7 license is required.
    • Self-motivated, positive attitude, goal-oriented with exceptional verbal and written communication skills driven to excel with a sense of urgency to meet strict deadlines
    • Very detail-oriented with strong organizational skills and the ability to work independently and collaboratively

     

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