Client Service Analyst recruitment
The ideal candidate will be joining the Firm’s 11-person Client Service team and will report to the Managing Director of Short/Intermediate Duration Fixed Income strategies. The Client Service Analyst will: Participate in all aspects of the client reporting processUpdate customized client report templates and prepare portfolio review presentationsRevise product Pitch Books, Fact Sheets and other marketing materialsMaintain and update client deliverables databaseReview and analyze internal accounting reports for accuracyWork with external providers (custodians, Bank of New Read more […]
Client Service Analyst recruitment
About the roleYou don’t get a second chance to make a good first impression, but as you’ll constantly provide a high level of customer service, you won’t need one. Managing our clients’ needs end to end wherever you can, you’ll deal with inbound communications over the phone and via letters, faxes and emails. You’ll have a customer-focused attitude and be committed to getting the best for our clients, making sure their requests are actioned accurately and resolving all issues quickly and efficiently. Matching products to individual needs, you’ll provide world class service to make Read more […]
Client Service Analyst recruitment
The Client Service Analyst will support the firm’s relationship management team. The Analyst will build and maintain financial models, perform scenario analysis and prepare presentations that explain industry trends and investment opportunities. This individual will also oversee investor reporting activities, respond to investor inquiries and develop communications.Candidates must have a Bachelor’s degree in Economics, Finance or a related field with 1-5 years of experience in the financial services industry. Must have strong quantitative and analytical skills, and excellent verbal and written Read more […]
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 Read more […]
CLIENT SERVICE ANALYST recruitment
The Client Service Analyst will be responsible for responding to all queries from both internal and external clients and the Sales team in relation to our clients’ accounts. You will respond to queries in a professional and timely manner within agreed deadlines, work closely with internal groups; including, but not limited to, Portfolio Management, Global Client Group, Client Reporting, Fund Accounting, 3rd Party Service Providers. You will also liaise with clients and compliance to ensure KYC documents are requested, reviewed and received in accordance with AML requirement. Last but not least, Read more […]