Associate, Client Service

Provides proactive, efficient and courteous client service to assigned client base. The Associate - Client Service will be an integral part of the North American Intermediary Client Relationship Management Team, working closely with a variety of clients (Insurance, Broker-Dealer, RIA) and supporting our internal partners in: Investment Management, Sales and Product Management with all aspects of the client relationships. Acts as a point of contact for our intermediary client base (including sub-advised fund clients) on all day-to-day activities. Works closely with the client relationship managers and senior members of the client service team acting as their backup when necessary, to ensure that a best-in-class client experience is delivered consistently. Routinely analyzes customer questions, requests and problems; utilizing product and fiduciary knowledge, provides appropriate responses and solutions to clients. Serves as technical resource to the team, using available resources and a demonstrated ability to handle both standard and non-standard requests through application of internal systems and product knowledge. Responsible for workflow, production and enhancements to client review presentations and ad-hoc material requests, working with other members of the client service team as necessary. Direct contact with client base by phone and email. Participates in broader intermediary projects as needed. Bachelor's degree or equivalent One to three years of relevant experience in client service, operations, sales, consultant relations or portfolio management support Must be able to multi-task, manage projects Proficient with MS Office and the ability to learn additional internal/external software programs Strong attention to detail Excellent verbal, written and interpersonal communication skills are essential Ability to work well as a member of a team-including the ability to be flexible and adaptable FINRA Series 7 & 63 licensing is supported Progress towards CFA charter or MBA is encouraged Deeply collaborative in their interaction with colleagues across the firm regardless of function or level; a team player Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $95,000 and $110,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.