CLIENT SERVICES SENIOR ASSOCIATE

Client Services Team Overview

The Client Services Team at Arrowstreet serves as a key contributor to the overall client experience at Arrowstreet and works closely with the Client Relationship Management and Strategic Relationships teams to provide high-quality support to our client base. The team is responsible for supporting all client related activities including managing internal and external daily inquires and requests from clients, consultants, and custodians. Such activities also include facilitating investor onboarding and managing investor transactions for both new and existing investors.

Responsibilities

The individual in this role will be responsible for developing and maintaining strong working relationships with internal business partners as well as clients by working closely with client relationship managers to meet the business objectives set out for each client and the firm.  The individual in this role will be responsible for ensuring client related activities are completed in a high quality, consistent and timely manner. This individual will also be expected to work proactively with other internal teams to streamline and / or automate processes, where practicable. The position will require a basic understanding of investment processes and ability to handle numerous tasks simultaneously while meeting critical deadlines. 

Responsibilities include:

• Supporting an array of client relationship management activities and client initiatives in both separately managed accounts and commingled funds

• Coordinating investor cash flow activity by tracking planned investor flows, ensuring timely review and sign-off of forms by administrator/transfer agents, communicating with clients and internal client teams, coordinating trading plans with portfolio management team, and ensuring transactions are successfully processed by all parties.

• Managing operational aspects of the investor onboarding process.

• Responding to and resolving client, consultant, and custodian inquiries in a timely and effective manner

• Managing internal and external communications

• Maintaining internal client data system and ensuring client information in internal systems is complete and accurate.

• Collaborating across internal teams to resolve client concerns/issues

• Escalating client matters/concerns to Relationship Management when appropriate

• Managing time‐sensitive projects

Qualifications

Ideal candidates will have direct work experience in the asset management industry with investment advisory client service, fund administration, transfer agency, investor services or alternative investment experience. Candidates must be self-motivated and able to work under tight deadlines in a dynamic environment. Candidates must also have solid communication skills, strong attention to detail and experience collaborating with internal teams, leading and prioritizing projects and managing time sensitive activities.

Other qualifications include:

• Bachelor’s degree is a requirement

• 4 - 7 years of relevant experience in a role with external facing experience preferably in the financial industry.

• Proven organizational skills and the ability to work in a team environment with multiple responsibilities

• Excellent communication (written and oral) and interpersonal skills

• Analytical and structured thinking with a keen interest in how things work

• Willingness to investigate issues and follow through to resolution

• Experience with reviewing and/or coordinating investor flows in commingled funds is a plus

• Proficiency with Microsoft Excel and Word

We maintain a friendly, team-oriented environment and place a high value on professionalism, attitude and initiative.