- D EDICATED TO TEAMWORK E XCELLENT A CCOUNTABLE L EADERS
- S OLUTION-ORIENTEDLoomis Sayles is committed to the continual improvement of our performance, processes and people.
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Client Relationship Specialist
2 days ago
Loomis Sayles & Company Boston, United StatesLoomis 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 ...
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Client Relationship Specialist
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IT Support Specialist
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Associate Recruitment
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Information Technology Support Specialist
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Inventory Control Specialist
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Regional Account Manager
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Sales Support Specialist
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Quality and Patient Safety Specialist
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Technical Sales Specialist
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Mitsubishi Product Specialist
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Pyramid Consulting, Inc Boston, United StatesImmediate need for a talented Associate OneSource Service Support Specialist (Inventory Management). This is a 12+ Months Contract opportunity with long-term potential and is located in Boston, MA (Onsite). Please review the job description below and contact me ASAP if you are in ...
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Help Desk Specialist
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Junior Client Reporting Specialist
1 week ago
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Managing Director, Investor Partnerships
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Client Relationship Specialist - Boston, United States - Loomis Sayles & Company
2 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.
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 & DIVERSEAbout the RoleThe 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 ResponsibilitiesClient Service:
Responsible for the management of dual contract accounts with the mission of providing outstanding client serviceServe as the administrative contact for dual contract accounts to track and meet contractual requirements at the account level including reporting obligations and noticesUnderstand the assigned client requirements and develop processes to ensure these requirements are consistently met; provide feedback when they are notR esponsible for monitoring other teams to ensure all contractually required services are delivered to the assigned clients in a timely mannerAttend client meetings/conference calls as neededProactively develop ways to streamline existing client-related processes, seeking new technology solutions wherever possibleManage client request (cash raise, tax loss harvesting requests) and coordinate with appropriate teamsReporting:Utilize various investment systems and analytical tools to produce client reportsCreate client ad-hoc reports and ensure timely submissionInvestment:Work closely with the internal teams to support timely responses to client requests as neededCoordinate review of guideline amendments and other issues with Legal, Compliance and the portfolio management teamsAct 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 issuesAct 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 deliverablesPartner with Technology to improve both internal project tracking and external client reporting and on-line capabilitiesQualifications & Education Requirements5+ years experience in the investment industry with at least 2 years experience working with client-related interaction and responsibilities at an asset management companyMethodical working style, acute attention to detailAbility to handle multiple tasks simultaneously in a deadline-oriented environmentA powerful work ethic, self-starter, curiosity, client-first focusA 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 teams success we cover each other all the timePreference for working with legal documentation, having worked in client service in the finance industryFamiliarity with fixed income and equity securities and compliance procedures preferredExceptional 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 playerLocationThis positions location is flexible:
Full-time work in Boston, MA or Oakbrook, ILLPartially work from office and partially work from homeEEOC and Diversity S tatementLoomis 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 doesnt 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.
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