Client Relationship Specialist
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
About the Role
The Client Relationship Specialist is a new role within the Managed Account Strategies team. The position will integrate functions of the Client Administration Manager, Client Portfolio Analyst and Client Servicing roles to create a seamless support model for accounts in the retail business across different SMA programs. The candidate must be a self-motivated, solutions-oriented manager with a sense of ownership and accountability responsible for the administration of separate client accounts. The role requires strong client administration and investment knowledge. The Client Relationship Specialist must be a critical thinker who is confident working independently, asking questions and raising issues with cross-departmental teammates and internal firm partners to properly service separate managed accounts. This individual will be responsible for client service and meeting client-reporting requirements. The ideal candidate will possess highly effective writing and communication skills and will have strong investment knowledge.
Job Responsibilities
Client Service:
- Responsible for the management of dual contract accounts with the mission of providing outstanding client service
- Serve as the administrative contact for dual contract accounts to track and meet contractual requirements at the account level including reporting obligations and notices
- Understand the assigned client requirements and develop processes to ensure these requirements are consistently met; provide feedback when they are not
- Responsible for monitoring other teams to ensure all contractually required services are delivered to the assigned clients in a timely manner
- Attend client meetings/conference calls as needed
- Proactively develop ways to streamline existing client-related processes, seeking new technology solutions wherever possible
- Manage client request (cash raise, tax loss harvesting requests…) and coordinate with appropriate teams
Reporting:
- Utilize various investment systems and analytical tools to produce client reports
- Create client ad-hoc reports and ensure timely submission
Investment:
- Work closely with the internal teams to support timely responses to client requests as needed
- Coordinate review of guideline amendments and other issues with Legal, Compliance and the portfolio management teams
- Act as main client liaison to address investment related questions
Business Management:
- Build and manage relationships with key business partners across the organization to cultivate open, reliable communication to help resolve client issues
- Act as the primary client account liaison with numerous internal departments, including Legal, Compliance, Client Intake, Portfolio Administration, Relationship Management and Technology, in order to facilitate smooth internal and external management of client deliverables
- Partner with Technology to improve both internal project tracking and external client reporting and on-line capabilities
Qualifications & Education Requirements
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- Bachelor’s degree
- 5+ years’ experience in the investment industry with at least 2 years’ experience working with client-related interaction and responsibilities at an asset management company
- Methodical working style, acute attention to detail
- Ability to handle multiple tasks simultaneously in a deadline-oriented environment
- A powerful work ethic, self-starter, curiosity, client-first focus
- A great teammate— work collaboratively with your peers in a tightknit group, displaying an interest and ability to assist when needed– monitoring team workflow is key to the team’s success – we cover each other all the time
- Preference for working with legal documentation, having worked in client service in the finance industry
- Familiarity with fixed income and equity securities and compliance procedures preferred
- Exceptional communication skills- both verbal and written (a writing sample will be required)
- Advanced knowledge of computer applications (strong Microsoft office skills and the ability to address problems with technological solutions a plus)
- Ability to work independently and be a team player
- Proactive, can-do attitude
- Series 7 a plus
Location
This position’s location is flexible:
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- Full-time work in Boston, MA or Oakbrook, ILL
- Partially work from office and partially work from home
EEOC and Diversity Statement
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Other details
- Job Family Client Service, Relationship Management and Sales
- Job Function Investor Relations
- Boston, MA, USA