Client Service Writer
Client Service Writer
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Job Description
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions tailored to the unique return and risk objectives of institutional clients in more than 60 countries draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
OVERVIEW
The Questionnaires Team within Client Operations has an open position for a Client Services Writer focused on both firm-level and investment product responses in client questionnaires. The Team is responsible for the development of high-quality RFPs (Requests for Proposals) RFIs (Requests for Information) DDQs (Due Diligence Questionnaires) and other ad hoc questionnaires/deliverables. These deliverables assist in the procurement of new business meet the complex reporting requirements of current clients and accurately clearly and articulately describe the firm and its investment solutions. The submittal of well-written questionnaires is a critical step in the sales and client reporting processes.
RESPONSIBILITIES
- Writing coordinating editing and proofreading firm and product level content and questionnaires partnering with subject matter experts across the firm
- This includes but may not be limited to developing and maintain original content for new product text as well as proposing modifications to current product text
- Developing an expertise in investment approaches as well as across the many facets of firm-level content (e.g. trading compliance operational risk etc.) to effectively craft and enhance responses
- Willingness to absorb overflow questionnaires and other work during peak periods including but not limited to ad hoc requests customized client reporting work and data requests
QUALIFICATIONS
- 3 years of relevant RFP/writing experience in the investment industry including wealth management is preferred but not required
- Familiarity with Loopio will be viewed favorably; proficiency in Microsoft Word and Excel is required
- Excellent investment writing quantitative and communication skills with a strong attention to detail
- A positive collegial attitude and a high level of professionalism are essential
- Individual must be an independent self-starter and a team player able to work on multiple assignments against strict and competing deadlines
Not sure you meet 100% of our qualifications Thats ok. If you believe that you could excel in this role we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill workplace experiences and backgrounds.
As an equal opportunity employer Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race color sex sexual orientation gender identity gender expression religion creed national origin age ancestry disability (physical or mental) medical condition citizenship marital status pregnancy veteran or military status genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability or are assisting a candidate with a disability and require an accommodation to apply for one of our jobs please email us at .
At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary variable compensation and benefits. The base salary range for this position is:
USD 80000 - 180000This range takes into account the wide range of factors that are considered when making compensation decisions including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salaryis only one component of Wellingtons total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives if eligible. In addition we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan health and wellbeing dental vision and pharmacy coverage health savings account flexible spending accounts and commuter program employee assistance program life and disability insurance adoption assistance back-up childcare tuition/CFA reimbursement and paid time off (leave of absencepaid holidays volunteer sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Employment Type
Full-Time
