Client Service Management contributes to Wellington Management’s mission by delivering first class client service across the full breadth of business channels and markets covered in the Americas Western Region. The Client Analyst (‘CA’) will work closely with San Francisco-based Client Service and Relationship Managers and be accountable for coordinating client related activities within our Client Service Group (CSG), as well as other Wellington line functions to ensure that we successfully deliver on the agreed upon operating and reporting requirements of each of our client relationships.
The Client Analyst, in conjunction with the relevant Client Service Manager, provides timely and accurate support to the Global Relationship Group (GRG) and their clients. The analyst will work closely with all members of the Client Service group, as well as many other functional areas of the firm, on a portfolio of assigned accounts. He/she will coordinate and conduct analysis of client portfolios, respond to inquiries on a wide variety of topics, and perform other tasks as appropriate. Client Analysts also participate in various projects and cross-functional working groups related to the Client Service Management function. Key responsibilities include: • Work closely with GRG in support of a number of assigned client relationships covered from the San Francisco office • Research and respond to day to day client (or their agent) directed questions including ad-hoc service and operational inquiries • Conduct analysis, initiate investigations, and respond to internal and external ad-hoc inquiries on a wide variety of topics including portfolio and product specific information, investment guidelines, compliance issues, legal contracts and fee inquiries • Collaborate with other teams, and identify internal experts to respond to client issues in a timely manner • Co-ordinate production and timely delivery of any materials for client meetings including presentation books and briefing memos. • Develop an understanding of the depth and breadth of Wellington Management’s product offerings • Involvement in the account opening, transition management, account restructuring and account closing processes • Monitor formal service levels to clients based on size, revenue, and other criteria • Capture and maintain client and consultant data in relevant internal systems • Act as a point of contact for various groups within client and consultant organizations • Participate in in-house client meetings and conference calls as appropriate • Establish and maintain relationships with a broad range of our US institutional clients • Command a knowledge of the investment business, marketplace, and client investment trends
The Client Analyst will have 2-5 years professional experience within the investment management industry, with strong interest in investments and capital markets. Previous or direct experience supporting client relationships is viewed positively. A college degree is desirable and progress towards a CFA preferred. Sound business judgement, strong communication skills, and the ability to express oneself in both individual and group settings are a must. • Demonstrate a good understanding of capital markets and/or investment product, to facilitate comprehension of client/consultant inquiries and requests • Strong academic credentials, coupled with (or willingness to pursue) a relevant professional qualification, e.g. CFA; • Excellent communication skills, both oral and written • Attention to detail: The ability to not only pull data from the various applications available, but to take a step back and be able to understand whether the data makes sense and consistently produce accurate and timely deliverables • The ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently and deadlines are often under significant time pressure • Strong proactivity and ability to run with tasks from start to finish • Team player: willingness to pitch in whenever asked and operate in a team-oriented environment
Internal Number: R78788
About Wellington Management Company
Tracing our roots to 1928, Wellington Management is one of the world’s largest independent investment management firms. With US$1 trillion in assets under management as of September 30, 2017, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 55 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.