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WalterScott was established in 1983 to offer global equity portfolio management toinstitutional investors around the world. They undertake in-depth research tofind growth companies that they believe will best deliver sustainable wealthgeneration over the long term. Walter Scott is part of BNY Mellon InvestmentManagement, one of the world's largest investment managers.
WalterScott is looking for a Client Manager Associate. Responsibilities include:
Purpose:
Facilitatethe relationship between Walter Scott and its clients by providing first class service
Ensurethat the dissemination of all client information through accurate and up todate logging in Salesforce.
Supportthe Head of Client Service North America and Head of Client Management with informationflows that come through the Client Management team.
Responsibilities:
Aspart of the client management and working closely with the Client InvestmentManagers (CIM), acting as a principal Walter Scott internal and externalcontact for all segregated client related queries
Workwith the Boston based CIMs to develop a strategy for the segregated andcommingled business and its subsequent rollout and monitoring
Facilitatethe sharing of key client information across Walter Scott through the use ofchatter, RAG status reports, and assisting with the accurate and timelyupdating of briefing notes
Actas primary contact for clients' day to day queries, coordinating with internalteams to ensure client needs are manageable and met in a timely manner
Contributeto the planning of client trips, identifying key meetings and securing allclients receive the appropriate level of service
Whenrequired, assist in the management of relevant prospect activity including thecoordination of RFPs and overseeing the competition of any general queries
Ensureall correspondence with clients are dealt with appropriately and in a timelymanner, and filed electronically in accordance with Walter Scott filing andSalesforce procedures
Recordmanagement for clients, including updating and maintaining Salesforce records,and all folders within the client drives.
Qualifications
Bachelor'sdegree or the equivalent combination of education and experience is required.
5-7years of total work experience preferred. Experience in client services within financial services preferred.
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BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston Internal Jobcode: 80004 Job: Asset Management Organization: Walter Scott & Partners-HR06152 Requisition Number: 1918536
