Client Service Specialist
Acadian Asset Management is a global, systematic investment manager specializing in data-driven investing. They are seeking a Client Service Specialist to support Relationship Managers by planning client meetings, communicating with clients, and ensuring a top-notch client experience.
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
Skills
- 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
- Team player mentality
Benefits
- Discretionary incentive compensation
- Participation in Acadian’s comprehensive benefits program, which includes health, retirement, and wellness offerings
- Flexible hybrid work environment
- Strong benefits
- Casual but focused office culture
Company Overview