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.
About Your Role
- 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 up 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
You Will Be a Click for the Role If
- Are a team player who can learn quickly and who can proactively seek to improve efficiency and quality
- Are a ‘big picture’ thinker who is able to focus on the goal at hand, not only tasks
- Distill information, prioritize well and summarize key points for senior leaders
- Enjoy solving problems using logic and common sense to develop practical solutions
- Have the ability to orchestrate and prioritize multiple activities at once while maintaining high quality work
- Hold a high standard for excellent client/customer service and desire to help others
- Are willing and able to anticipate the needs and concerns of others
- Have a preference for interpersonal interactions and are unafraid to engage with others
- Value the pursuit of truth and excellence
- Demonstrate innate curiosity and a tendency to thrive on learning new things
- Are dedicated to self-improvement and improvement of others
Minimum 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.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.