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