Client Service Specialist

Acadian Asset Management LLC • Boston, MA

1d • $70,000 - $80,000 • Hybrid

About The Position

We are seeking a Client Service Specialist to join our North America Client Service team. Client Service Specialists support Relationship Managers by helping to plan client calls and meetings, gather and review meeting materials, communicate with clients, write meeting notes, execute follow-up, uncover potential cross-sell opportunities, and ensure a best-in-class client experience. The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term path into institutional client service, sales or consultant relations.
Acadian supports a hybrid work environment, employees are on-site in the Boston office 3 days a week.

Requirements

• A bachelor’s degree or equivalent with strong academic credentials
• 1-3 years of relevant client service experience within investment management, financial services
• Ability to meet deadlines while juggling multiple projects in a fast-paced environment
• Excellent interpersonal and organizational skills
• Highly effective communication skills, both written and verbal
• Superior attention to detail and the ability to independently see deliverables through to completion
• Strong business judgment
• A team player mentality

Responsibilities

• Support the efforts of Relationship Managers to properly and proactively service clients
• Track and maintain client information and facilitate account openings, transitions, restructurings and closings
• Communicate effectively with internal (e.g. Compliance, Operations, Performance, Portfolio Construction) and external parties (clients, custodians)
• Schedule, track and prepare materials for client meetings
• Understand individual client needs/concerns and tailor responses to client requests accordingly
• Attend onsite meetings and conference calls, write and distribute meeting notes internally
• Develop a strong understanding of needs across client types
• Acquire a deep understanding of Acadian Asset Management, its resources, and how other functional groups are integrated into its business processes

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees