Associate, Client Service Operations

About the Client Service Department

The goal of Client Service is to build and grow meaningful relationships with the world's largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. To this end, we deeply understand the global pools of capital, develop strategies to effectively develop relationships, and partner with clients on their most difficult investment and portfolio construction problems. We help our clients broaden their understanding of our investment process, strategies and performance as well as deepen their understanding of financial markets more generally.

Responsibilities

• Partner with your team's Client Advisor (senior relationship manager) to understand client goals and translate the business plan into an organized operational cadence for the team, including providing administrative and calendar support
• Provide high quality and professional client service, acting as the first point of contact for all incoming client inquiries via email or phone
• Distill information and synthesize the key points to the team and other relevant, internal stakeholders
• Cook tasks, activities and collaboration sessions to meet client needs from visualization to scheduling
• Drive execution, provide direction, and project manage initiatives across multiple stakeholders
• Facilitate synchronization and communication across the team, by tracking and reporting on status of key activities and keeping knowledge repositories up to date (i.e. CRM)
• Ensure team and key stakeholders are prepared for all client interactions (i.e. presentations, prep notes, technology)
• Coordinate logistics for clients and team, including travel strategy, events and presentation materials
• Anticipate and resolve problems efficiently and independently
• Work with other teams on projects to improve departmental operations

Qualifications

• Effective written and oral communication skills with strong attention to detail
• A high degree of proficiency in Outlook, PowerPoint, Word and Excel; general comfort with learning and using new software tools
• Bachelor's degree with strong academic record preferred
• Experience in financial services or a professional business environment is a plus, though not required

Physical Requirements

This role will follow a hybrid schedule, with an onsite requirement of four days per week at our Westport CT campus. Wage Range The wage range for this role is $135,000-$200,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range.