Client Service Specialist

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profile Job Location:

Boston, NH - USA

profile Yearly Salary: $ 70000 - 80000
Posted on: 15 hours ago
Vacancies: 1 Vacancy

Job Summary

Acadian Asset Management is a global systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston with locations in Singapore London and Sydney we manage over $120 billion on behalf of leading institutions worldwideincluding pension funds endowments foundations and sovereign wealth funds. We harness advanced technology rich datasets and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.

What sets Acadian apart is our people. We foster a collaborative intellectually curious environment where ideas are tested diverse perspectives are welcomed and innovation thrives. Were united by a shared purpose: delivering effective client outcomes and supporting one another in work thats both challenging and rewarding. We offer a flexible hybrid work environment strong benefits and a casual but focused office cultureall designed to support the meaningful collaborative work that defines Acadian.

Position Overview:

We are seeking a Client Service Specialist to join our North America Client Service team. Client Service Specialists support Relationship Managers by helping to plan client calls and meetings gather and review meeting materials communicate with clients write meeting notes execute follow-up uncover potential cross-sell opportunities and ensure a best-in-class client candidate should be a dedicated self-motivated detail oriented and confident individual who is interested in the financial industry and seeks a long-term path into institutional client service sales or consultant relations.

Acadian supports a hybrid work environment employees are on-site in the Boston office 3 days a week.

What Youll Do:

  • 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

Were Looking for Teammates With:

  • A bachelors degree or equivalentwith 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
  • A team player mentality

The base salary range for this role is $70000 $80000per year. Actual compensation will be determined based on a candidates skills qualifications and relevant addition to base pay this position may be eligible for discretionary incentive compensationand includes participation in Acadians comprehensive benefits program which includes health retirement and wellness offerings.

To apply for this position or view Acadians open roles please visit the Careers section of our website at: We will contact only selected candidates. 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

Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender race creed color sex age national origin marital status pregnancy or parenthood veteran status citizenship status disability gender identity or sexual orientation.


Required Experience:

IC

Acadian Asset Management is a global systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston with locations in Singapore London and Sydney we manage over $120 billion on behalf of leading institutions worldwideincluding pension funds endowments fou...
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Key Skills

  • Customer Service
  • Client Expectations
  • Client Requirements
  • Client Support
  • Action Plans
  • Issue Resolution
  • Account Management
  • Client Relationships
  • Service Delivery
  • Client Service
  • Client Satisfaction
  • Client Management
  • Procedures
  • Service Level Agreements
  • New Clients

About Company

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Acadian Asset Management is a global investment management firm that specializes in systematic investment strategies.

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