Client Relationship Specialist - Boston, United States - Loomis Sayles & Company

Loomis Sayles & Company Boston, United States

3 weeks ago

Description

Loomis Sayles is a performance-driven active asset management company that

seeks

to

identify

exceptional

investment opportunities on behalf of institutional and retail clients worldwide. We believe active management

fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926,

Loomis Sayles currently oversees approximately $310 billion in assets under management for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop

themselves and their ideas. Our culture centers on our shared

IDEALS
, the core characteristics of who we aspire

to be as employees and an organization.

I

NCLUSIVE & DIVERSE

D

EDICATED TO TEAMWORK
–

E

XCELLENT
–

A

CCOUNTABLE
–

L

EADERS
S

OLUTION-ORIENTED
Loomis Sayles is committed to the continual improvement of our performance,

processes

and people.

As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

About the Role
The

Client Relationship Specialist

is a new role within the Managed Account Strategies team.

The position will integrate functions of the Client Administration Manager, Client Portfolio Analyst and Client Servicing roles to create a seamless support model for accounts in the retail business across different SMA programs.

The candidate must be a self-motivated, solutions-oriented manager with a sense of ownership and accountability responsible for the administration of separate client accounts.

The role requires strong client administration and investment knowledge. The

Client Relationship Specialist

must be a critical thinker who is confident working independently, asking questions and raising issues with cross-departmental teammates and internal firm partners to properly service separate managed accounts.

This individual will be responsible for client service and meeting client-reporting requirements. The ideal candidate will possess highly effective writing and communication skills and will have strong investment knowledge.
Job Responsibilities

Client Service:
Responsible for the management of dual contract accounts with the mission of providing outstanding client service
Serve as the administrative contact for dual contract accounts to track and meet contractual requirements at the account level including reporting obligations and notices
Understand the assigned client requirements and develop processes to ensure these requirements are consistently met; provide feedback when they are not
R esponsible for monitoring other teams to ensure all contractually required services are delivered to the assigned clients in a timely manner
Attend client meetings/conference calls as needed
Proactively develop ways to streamline existing client-related processes, seeking new technology solutions wherever possible
Manage client request (cash raise, tax loss harvesting requests...) and coordinate with appropriate teams

Reporting:
Utilize various investment systems and analytical tools to produce client reports
Create client ad-hoc reports and ensure timely submission

Investment:
Work closely with the internal teams to support timely responses to client requests as needed
Coordinate review of guideline amendments and other issues with Legal, Compliance and the portfolio management teams
Act as main client liaison to address investment related questions

Business Management:
Build and manage relationships with key business partners across the organization to cultivate open, reliable communication to help resolve client issues
Act as the primary client account liaison with numerous internal departments, including Legal, Compliance, Client Intake, Portfolio Administration, Relationship Management and Technology, in order to facilitate smooth internal and external management of client deliverables
Partner with Technology to improve both internal project tracking and external client reporting and on-line capabilities
Qualifications & Education Requirements
5+ years' experience in the investment industry with at least 2 years' experience working with client-related interaction and responsibilities at an asset management company
Methodical working style, acute attention to detail
Ability to handle multiple tasks simultaneously in a deadline-oriented environment
A powerful work ethic, self-starter, curiosity, client-first focus
A great teammate— work collaboratively with your peers in a tightknit group, displaying an interest and ability to assist when needed– monitoring team workflow is key to the team's success – we cover each other all the time
Preference for working with legal documentation, having worked in client service in the finance industry
Familiarity with fixed income and equity securities and compliance procedures preferred
Exceptional communication skills- both verbal and written (a writing sample will be required)
Advanced knowledge of computer applications (strong Microsoft office skills and the ability to address problems with technological solutions a plus)
Ability to work independently and be a team player
Location

This position's location is flexible:
Full-time work in Boston, MA or Oakbrook, ILL
Partially work from office and partially work from home
EEOC and Diversity S

tatement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success.

Please consider applying for this role even if your work history and skillset

doesn't

completely match the job description.

We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race,

creed,

color,

gender

, age, national origin, religion, sexual orientation, gender identity, status as a vete

ran, and basis of disability or

any other federal,

state

or local protected class.
Job Family

Client Service, Relationship Management and Sales

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