Client Service Operations Analyst

Wellington Management•Boston, MA

2d•$90,000 - $180,000•Hybrid

About The Position

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Their investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, their ownership structure fosters a long-term view that aligns their perspectives with those of their clients. Based in Boston, the Client Service Operations Analyst will be part of the Client Service Operations (CSO) team. This role is within the larger ‘Client Operations’ group, which aims to foster a robust risk culture while enhancing their global support model to provide excellent service to both internal and external stakeholders. The CSO Analyst will act as a key contact for the Client Group, working closely with Global Operations, Trading, Portfolio Implementation, and the broader infrastructure platform to deliver best-in-class operational support and solutions. This role involves collaborating with colleagues across the firm to enhance the client experience, while simultaneously seeking opportunities to achieve scale via process optimization and to minimize operational risk. Additionally, the analyst will provide insights and guidance to ensure they find opportunities to leverage the enterprise technology tools available. The ideal candidate will possess a strong sense of responsibility, teamwork, and an enthusiastic approach to process improvement. This role is diverse and includes various day-to-day tasks.

Requirements

3+ years of experience in the financial services industry, ideally within investment management, asset servicing / custodian banking
Solid understanding of capital market operations and associated regulatory requirements
Well-developed interpersonal, presentation and communication skills, both verbal and written
Effective decision-making, problem-solving and negotiation skills
Organized, self-starter who thrives in a fast-paced environment with rapidly changing priorities

Nice To Haves

Experience using productivity and Low code software tools will be advantageous (Copilot, Power Automate, Python, High Gear, Alteryx etc.)

Responsibilities

Provide operational support and solutions to client teams by analyzing and resolving complex issues and questions
Work with both internal and external stakeholders, including clients, vendors, custodians, and global teams, to ensure smooth delivery of services
Support specific geographies and client types (sovereign, pension, insurance, sub advisory)
Utilize regional expertise and language skills (where applicable) to deliver support that aligns with Americas client regulatory expectations and market practices
Develop breadth of knowledge across investment strategies and market operations, enhancing the firm's ability to serve its clients effectively
Develop and implement effective operational solutions, policies, and procedures to deliver high-quality service to key stakeholders, supporting new products and services
Identify and implement process improvements and best practices to enhance operational efficiency, quality, and scalability

Benefits

retirement plan
health and wellbeing
dental
vision
pharmacy coverage
health savings account
flexible spending accounts
commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)