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

Job Overview

Based inBoston the Client Service Operations Analyst will be part of the Client Service Operations (CSO) team. This role is within the larger Client Operations group which aims to foster a robust risk culture while enhancing our global support model to provide excellent service to both internal and external stakeholders. The CSO Analyst will act as a key contact for the Client Group working closely withGlobal Operations Trading Portfolio Implementation and the broader infrastructure platformto deliver best-in-classoperational support and solutions.

This role involves collaborating with colleagues across the firm toenhance the client experience while simultaneouslyseekingopportunities to achieve scale viaprocess optimizationand to minimize operational risk. Additionally the analyst will provide insights and guidance toensure we find opportunities toleveragethe enterprise technology tools available. The ideal candidate willpossessa strong senseof responsibility teamwork and an enthusiastic approach to process improvement. This role is diverse and includes various day-to-day tasks.

Responsibilities

• Provide operational support and solutions to client teams by analyzing and resolving complex issues and questions
• Work withboth internal and external stakeholders including clients vendors custodians and global teams to ensure smooth delivery of services
• Support specific geographies and client types (sovereign pension insurancesub advisory)
• Utilize regionalexpertiseand language skills (where applicable) to deliver support that aligns withAmericasclient regulatory expectations and market practices
• Develop breadth of knowledge acrossinvestment strategies and market operations enhancing the firms ability to serve its clients effectively
• Develop and implement effective operational solutions policies and procedures to deliver high-quality service to key stakeholders supporting new products and services
• Identifyand implement process improvements and best practices to enhance operational efficiency quality and scalability

Skills & Experience

• 3 years of experience in the financial services industry ideally withininvestment management asset servicing /custodian banking

• Solid understanding of capital market operations and associated regulatory requirements

• Well-developed interpersonalpresentationand communication skills both verbal and written

• Effectivedecision-makingproblem-solvingand negotiationskills

• Organizedself-starter who thrives in a fast-paced environment withrapidly changing priorities

• Experience using productivity and Low code software tools will beadvantageous(Copilot Power Automate Python High Gear Alteryxetc.)

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: