Client Service Analyst recruitment

Position Description:

Client Service Analysts are members of the US Analyst Group within the Global Relationship Group. The Client Service Analysts provide centralized coordination of various service functions which are the foundation of Wellington Management's overall relationship management effort, including client and consultant reporting, client and consultant presentations, oversight of the account opening, closing, and maintenance processes, as well as ad hoc client and consultant requests.

Client Service Analysts are closely aligned with relationship teams, but also work as one team to ensure a consistent Wellington standard for all clients and consultants, and share best practices and process enhancements across the US Institutional and Sub-Advisory Groups. Client Service Analysts are responsible for a specific book of clients or consultants, and will work closely with other relationship team members, the Portfolio Communications Group, Product Management, the Marketing Information Group, as well as many other functional areas of the firm in performing their various duties. Client Service Analysts will also participate in various projects related to the relationship management function.

Client Service Analysts have the dual role of supporting the specific client service demands of the various client and consultant groups while at the same time looking for ways to leverage Wellington Management's various procedures and applications on behalf of the firm.

To this end, Client Service Analysts are responsible for:

• Oversight of the account opening, transition management, account restructurings and account closing processes - as applicable
• Preparation of consultant reporting and due diligence questionnaires
• Conducting analysis, initiating investigations, and responding to inquiries on a wide variety of topics including portfolio and product specific information, investment guidelines, compliance issues, legal contracts, and fees
• Client and consultant presentations, working closely with Relationship Analysts, Consultant Relations Analysts, Relationship Managers, Consultant Relations Managers, Portfolio Managers, Product Managers, and the Hedge Fund Group to develop the appropriate presentation pages, and the Publishing and Creative Services Group to ensure the timely production of client and consultant books
• Preparation of briefing memos, including stock stories
• Participation in in-house client/consultant meetings and conference calls as appropriate
• Establishing and maintaining relationships with a broad range of our US institutional clients and consultants and sub-advisory accounts
• Commanding a knowledge of the investment business and marketplace
• Participation in the quarterly reporting process, including the letter writing and editing process, factchecking, and related quarter-end functions - as applicable
• Fair Value coordination as necessary
• Performing quarterly reviews of Configure Client Reporting, 'CCR' to ensure client information is accurate - as applicable
• Participate in establishing specific consultant priorities and internal calling plans - as applicable
• Serve as the coordinator for consultant communications on products, team and process changes, as well as seminars and events - as applicable

The Client Service Analyst must have the following qualifications:

• Strong academic credentials
• Investment related experience
• Strong Business judgment
• Ability to work in a fast-paced and team-oriented environment, where priorities change frequently and deadlines are often under significant time pressure
• Ability to work independently and juggle a number of tasks simultaneously
• Deep understanding of Wellington Management, the culture, its resources, and how other functional groups are integrated in its business processes
• Strong interpersonal and organizational skills
• Detail oriented
• Creative thinker/think outside the box
• Foreign language skills a plus