Client Service Specialist

The Role

About Lord Abbe

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?

The Client Service Specialist ("CSS") is a cross functional role responsible for the service of approximately 30-40 institutional accounts.

In this role, the CSS is responsible for developing an understanding of the unique servicing needs of their clients and acting as a client advocate internally within the firm, as well as externally with specific clients.

As part of a dedicated Relationship Team (which may consist of an Institutional Director and Relationship Manager), the CSS works closely with the team to provide a client experience that exceeds expectations.

The CSS also serves as a back up to the Relationship Manager as the team sees fit.

We'll trust you to :

• Work closely with the Relationship Manager as the day-to-day client service contact for an assigned group of clients
• Enhance client relationships through best-in-class service, through account management and support, to build stronger relationships with institutional clients
• Partner with Relationship Managers to seamlessly facilitate client onboardings / terminations and account changes to ensure timely communication and a successful transition
• Assist Institutional Directors & Relationship Managers when responding to inquiries from clients and consultants
• Collaborate with Client Reporting team to ensure that client reports are reviewed & communicated in a timely manner
• Help coordinate (internal and external) client meetings and attend, as needed / appropriate
• Perform & support client service functions including but not limited to :
• Oversee capital contributions & withdrawals
• Facilitate account changes : Name, Trading Instructions, Custodian, Reporting, Guideline and IMA changes
• Disseminate appropriate firm / disclosure documents (i.e. ADVs, Financial statements, etc.)
• Maintain client records
• Partner with technology to enhance the account onboarding process through the Client Lifecycle Management tool

You'll need to have :

• Bachelor's Degree or equivalent
• Approximately 2-7 years of industry experience
• Ability to work well with different individuals and contacts at all levels of the business
• An attention to detail with strong organizational, follow up skills and a high sense of urgency
• Strong written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Strong understanding of our clients and their needs
• Strong service orientation, work ethic, and judgement
• Intellectual curiosity
• Ability to prioritize and meet deadlines
• Ability to develop strong internal and external relationships
• Flexible / adaptable to change

Why Lord Abbett?

Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients.

Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility.

This inspires the three pillars of our culture.

• Principles-Led - We empower our leaders to create an environment of trust.
• Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration.
• Purpose-Driven - We instill a passion for always putting our clients' interests first.

We are honored to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments and scored 100% on the Human Rights Campaign's Corporate Equality Index, a measure of LGBTQ+ workplace equality.

Compensation Information : Annual base salary for this role is $85,000 - $90,000. 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

Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics : race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military / veteran status, or any other characteristic protected by local, state or federal law.

All employment decisions at Lord Abbett are based solely on the applicant's relevant experience, skills and qualifications.

Important notice to Search Firms - Please Read Carefully Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider ("Search Firms") for employment opportunities.

All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company.

In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company.

To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.