• Client Service Associate

    Location US-CA-Pasadena
    Category
    Client Service & Marketing
  • Overview

    Individual will work on a team with multiple Client Service Executives (CSEs) and Client Service Associates (CSAs) to provide cohesive and proactive service to institutional client relationships in the corporate pension channel.  This position is responsible for all aspects of client servicing for existing institutional fixed income clients.

    Responsibilities

    • Work alongside CSEs to provide ongoing support to client base (ongoing/new).
    • Research, monitor and follow-up on client cross-sell opportunities, including assessing client needs, providing competitive analysis and offering product data as needed.
    • Provide consistency in reporting and message, creation and dissemination of data, and overall outstanding client service.
    • Provide input into internal and external client communication, including the coordination and oversight of client presentation materials for CSEs. More specifically, assist in the creation and production of LDI–themed custom materials for calls and other ad hoc requests.
    • Prepare for and participate in internal department meetings as well as on-site client meetings
    • Maintain ongoing knowledge of Western Asset’s products, investment processes, philosophy and performance, as well as keep current on investment strategies, market conditions and key occurrences in the global marketplace, particularly as they relate to corporate pensions.
    • Identify and develop processes that improve service to clients.
    • Initiate and complete projects that result in efficiencies within the corporate team.

    Competencies:

    • Experience in institutional asset management, specifically, client service.
    • Bachelor’s degree in Business Finance, Accounting or related field; MBA and/or CFA designation a plus.
    • Four years minimum relevant work experience; or a minimum of two years Client Service/Marketing experience in the Investment Management Industry, preferably servicing corporate pension plans.
    • Solid understanding of fixed income securities, operations, accounting rules and portfolio management.
    • A good understanding of Liability Driven Investing (LDI)
    • Interest in investments, finance and marketing with a focus on client service.
    • Excellent communication and inter-personal skills, both written and verbal.
    • Organized and detail-oriented; Ability to take initiative, work in a fast-paced environment and think clearly under pressure; and Ability to multi-task and prioritize requests for multiple CSEs.
    • Strong work ethic, team player and positive attitude.
    • Strong computer skills (MS Word, Excel, Outlook)

    Qualifications

    Undergraduate degree in related field.  Masters Degree/CFA certification a plus.  Experience may offset academic requirements.

    How to Apply

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