Full-Time Client Account Manager

Client Account Manager

This is a direct-hire opportunity. Candidates must reside in or near Stamford, CT.

YUPRO Placement is partnering with a global investment consulting firm to hire a full-time Client Account Manager in Stamford, CT.

This is a direct-hire opportunity with a company advising on $700B+ in alternative investments including hedge funds, private equity, and real estate.

In this client-facing role, you'll act as the day-to-day liaison between clients and internal teams, supporting high-impact investment advisory services.

You'll coordinate meetings, manage client data, deliver reports, and help identify opportunities for cross-functional engagement.

Key Responsibilities Include:

• Serve as primary point of contact for client communication and relationship management
• Coordinate and attend regular client meetings and investment manager calls
• Prepare and review timely and accurate client deliverables
• Manage onboarding for new accounts and provide system training
• Support internal client records including preferences, budgets, and due diligence
• Collaborate with internal analysts to highlight relevant investment research
• Gather client feedback and support event planning initiatives

What We're Looking For:

• Bachelor's degree required
• 1+ year of customer-facing or client service experience
• Proficiency in Microsoft Office and strong organizational skills
• Strong communication and relationship-building abilities
• Must be authorized to work in the U.S.

Perks & Benefits:

• Salary: $60,000–$75,000/year
• Fully paid medical and dental PPO
• Paid life and AD&D insurance
• 401(k) and FSA options
• 30 paid days off annually (includes vacation + holidays)
• Weekly wellness programs
• Hybrid schedule: 3 days onsite

What is the last date for applying to the job?

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