Client Service Specialist

About the Company

Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, we manage over $195 billion on behalf of leading institutions worldwide, including pension funds, endowments, foundations, and sovereign wealth funds.

Responsibilities

• Support Relationship Managers to proactively service clients
• Track and maintain client information and facilitate account openings, transitions, and closings
• Communicate effectively with internal departments and external parties like clients and custodians
• Schedule, track, and prepare materials for client meetings
• Attend onsite meetings and conference calls, writing and distributing meeting notes
• Tailor responses to client requests based on individual needs and concerns

Requirements

• Bachelor’s degree or equivalent with strong academic credentials
• 1-3 years of relevant client service experience within investment management or financial services
• Ability to meet deadlines in a fast-paced environment
• Excellent interpersonal, organizational, and communication skills
• Superior attention to detail and strong business judgment
• Team player mentality