Client Manager Associate, Walter Scott North America Client Manager Associate, Walter Scott North  …

BNY Mellon Investment Management
in Boston, MA, United States
Permanent, Full time
Last application, 07 Jan 20
BNY Mellon Investment Management
in Boston, MA, United States
Permanent, Full time
Last application, 07 Jan 20
Client Manager Associate, Walter Scott North America

WalterScott was established in 1983 to offer global equity portfolio management toinstitutional investors around the world. They undertake in-depth research tofind growth companies that they believe will best deliver sustainable wealthgeneration over the long term. Walter Scott is part of BNY Mellon InvestmentManagement, one of the world's largest investment managers.

WalterScott is looking for a Client Manager Associate. Responsibilities include:


  • Facilitatethe relationship between Walter Scott and its clients by providing first class service

  • Ensurethat the dissemination of all client information through accurate and up todate logging in Salesforce.

  • Supportthe Head of Client Service North America and Head of Client Management with informationflows that come through the Client Management team.


  • Aspart of the client management and working closely with the Client InvestmentManagers (CIM), acting as a principal Walter Scott internal and externalcontact for all segregated client related queries

  • Workwith the Boston based CIMs to develop a strategy for the segregated andcommingled business and its subsequent rollout and monitoring

  • Facilitatethe sharing of key client information across Walter Scott through the use ofchatter, RAG status reports, and assisting with the accurate and timelyupdating of briefing notes

  • Actas primary contact for clients' day to day queries, coordinating with internalteams to ensure client needs are manageable and met in a timely manner

  • Contributeto the planning of client trips, identifying key meetings and securing allclients receive the appropriate level of service

  • Whenrequired, assist in the management of relevant prospect activity including thecoordination of RFPs and overseeing the competition of any general queries

  • Ensureall correspondence with clients are dealt with appropriately and in a timelymanner, and filed electronically in accordance with Walter Scott filing andSalesforce procedures

  • Recordmanagement for clients, including updating and maintaining Salesforce records,and all folders within the client drives.


  • Bachelor'sdegree or the equivalent combination of education and experience is required.

  • 5-7years of total work experience preferred. Experience in client services within financial services preferred.


BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 80004
Job: Asset Management
Organization: Walter Scott & Partners-HR06152
Requisition Number: 1918536