Customer Service Asset Manager Job Description

Gladly Team

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5 minute read

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An asset manager position is a versatile position that requires a very detail-oriented, personable, and organized individual to cover the expanse of tasks and duties required of them.

Asset managers are responsible for managing the assets of existing clients, which requires them to study market changes and communicate with clients with regards to how the market might impact their investments and assets.

Asset managers need to meet frequently with stakeholders and provide them with comprehensive analytic reports on their investment portfolios and assets. The position is a diverse cross between financial analyst, customer service representative, and sales representative.

The below customer service asset manager job description is a great template to seek these vital and versatile roles.


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Customer service asset manager tasks

Again, because these positions require such a varied and diverse set of skills, it’s incumbent upon you to create a detailed, clear, and comprehensive task list that covers the range of responsibilities.

Every customer service asset managers should be expected to:

  • Manage client accounts and communicate frequently with stakeholders
  • Study market trends to optimize opportunities and inform clients and stakeholders of changes relevant to their portfolios
  • Meet with clients to present financial analytics and assess goals, risks, and progress of assets
  • Generate relevant reports utilizing business software that reveal important data insights
  • Update and maintain client portfolios as necessary
  • Lead stakeholder meetings and present on your findings to clients
  • Maintain positive client relationships and handle customer questions or complaints
  • Prepare and report on any business activities, market forecasts, or financial statements as they pertain to shifts that can negatively affect client portfolios
  • Find ways to reduce costs by reviewing financial reports
  • Update clients on any account changes you see as necessary in a timely manner

Customer service asset managers really are jacks of all trades, which means you need to have a complete list of tasks that accurately portrays the array of duties.

With the right asset manager, you can ensure your investors and stakeholders stay happy and wealthy.

Customer service asset manager qualifications

Customer service asset managers require individuals who are highly self-motivated, extremely detail-oriented, and excellent communicators. On top of that, they need the right education, work experience, and certificates to meet the complex demands of their role.

Customer service asset managers should have the following qualifications:

  • Minimum Bachelor’s degree in business, finance, or related fields. An MBA may be preferred in some cases.
  • Customer service asset managers may be required to have a Certified Public Accountant title
  • 3-5 years experience for entry level and junior positions
  • 5+ years experience in finance or asset management for specialized roles and upper-level positions
  • Must be able to multi-task and work with several clients in a fast-paced work environment
  • Proficient in MS Office, including Excel, Outlook, and PowerPoint
  • Excellent communication and soft skills
  • Must demonstrate ability to give presentations and translate financial analytics into readable reports.
  • Demonstrates proficient use with business and data software such as Tableau or Microsoft Power BI
  • Must be trustworthy in order to work with clients’ sensitive materials

With the right asset manager who exemplifies the right qualifications, you can ensure that your investors and stakeholders’ investments are in the right hands.

The above job description will help ensure you find the right candidate who can provide the excellent customer asset support that you’re seeking.


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