Client Service Associate

Pasadena, CA, USA

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Responsibilities

Work alongside CSEs to provide ongoing support to client base (ongoing/new).
Research, monitor and follow-up on client cross-sell opportunities, including assessing client needs, providing competitive analysis and offering product data as needed.
Provide consistency in reporting and message, creation and dissemination of data, and overall outstanding client service.
Provide input into internal and external client communication, including the coordination and oversight of client presentation materials for CSEs. More specifically, assist in the creation and production of subadvisory–themed custom materials for calls and other ad hoc requests.
Prepare for and participate in internal department meetings as well as on-site client meetings
Maintain ongoing knowledge of WA products, investment processes, philosophy and performance, as well as keep current on investment strategies, market conditions and key occurrences in the global marketplace, particularly as they relate to the mutual fund industry
Identify and develop processes that improve service to clients.
Initiate and complete projects that result in efficiencies within the Subadvisory team.

Qualifications

Experience in institutional asset management, specifically, client service.
Bachelor’s degree in Business Finance, Accounting or related field; MBA and/or CFA designation a plus.
Four years minimum relevant work experience; or a minimum of two years Client Service/Marketing experience in the Investment Management Industry.
Solid understanding of fixed income securities, operations and portfolio management.
Interest in investments, finance and marketing with a focus on client service.
Excellent communication and inter-personal skills, both written and verbal.
Organized and detail-oriented; Ability to take initiative, work in a fast-paced environment and think clearly under pressure; and Ability to multi-task and prioritize requests for multiple CSEs.
Strong work ethic, team player and positive attitude.
Experience with 3rd party data providers (Lipper, Morningstar, Bloomberg)
Strong computer skills (MS Word, Excel, Outlook)

 

 

Academic Qualifications (minimum requirements):

 

Undergraduate degree in related field.  Masters Degree/CFA certification a plus.  Experience may offset academic requirements.