Client Service Specialist

Acadian Asset Management is a global, systematic investment manager known for data-driven investing. They are seeking a Client Service Specialist to support Relationship Managers by planning client interactions, maintaining client information, and ensuring a high-quality client experience.ResponsibilitiesSupport the efforts of Relationship Managers to properly and proactively service clientsTrack and maintain client information and facilitate account openings, transitions, restructurings and closingsCommunicate effectively with internal (e.g. Compliance, Operations, Performance, Portfolio Construction) and external parties (clients, custodians)Schedule, track and prepare materials for client meetingsUnderstand individual client needs/concerns and tailor responses to client requests accordinglyAttend onsite meetings and conference calls, write and distribute meeting notes internallyDevelop a strong understanding of needs across client typesAcquire a deep understanding of Acadian Asset Management, its resources, and how other functional groups are integrated into its business processesSkillsA bachelor's degree or equivalent with strong academic credentials1-3 years of relevant client service experience within investment management, financial servicesAbility to meet deadlines while juggling multiple projects in a fast-paced environmentExcellent interpersonal and organizational skillsHighly effective communication skills, both written and verbalSuperior attention to detail and the ability to independently see deliverables through to completionStrong business judgmentA team player mentalityBenefitsDiscretionary incentive compensationParticipation in Acadian’s comprehensive benefits programHealthRetirementWellness offeringsCompany OverviewAcadian Asset Management LLC is an investment adviser headquartered in Boston, Massachusetts. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 201-500 employees. Its website is https://www.acadian-inc.com/.



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