• Client Service Associate

    Location US-CA-Pasadena
    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.  This position is responsible for all aspects of client servicing for existing institutional fixed income clients.


    • 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 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 WA products, investment processes, philosophy and performance, as well as keep current on investment strategies, market conditions and key occurrences in the global marketplace.
    • Identify and develop processes that improve service to clients.
    • Initiate and complete projects that result in efficiencies within the firm, department or team.


    • Four years minimum relevant work experience; or a minimum of two years Client Service/Marketing experience in the Investment Management Industry.
    • Bachelor’s degree in Business Finance, Accounting or related field; MBA and/or CFA designation a plus.
    • 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.
    • Excellent communication and inter-personal skills, both written and verbal.
    • Solid understanding of fixed income securities, operations and portfolio management.
    • Interest in investments, finance and marketing with a focus on client service.
    • Strong work ethic, team player and positive attitude.
    • Strong computer skills (MS Word, Excel, Outlook)


    Academic Qualifications (minimum requirements):


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

    How to Apply

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