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Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
POSITION Overview The Client Service Management (CSM) team is a part of the Client Group at Wellington Management and contributes to the firm's mission by delivering first class client service across the full breadth of business channels and markets. The Client Analyst will work closely with Client Service Managers in managing overall service delivery and driving the resolution of client service queries, leveraging and coordinating with other line functions within the firm as appropriate so as to deliver the agreed upon servicing requirements of each of our clients.
This role is based in Hong Kong and will work with clients in Asia ex Japan.
Key ResponsibilitiesThe core components of the role are to:
Act on client instructions or research and respond to client inquiries on a wide range of operational topics including portfolio data, statistics, and operational queries such as cashflows, guideline compliance, overdrafts, fees, etc
Manage responses to client questionnaires on existing mandates, as well as logistics and materials for operational due diligence meetings
Work closely with the CSM on all client onboarding/restructuring/offboarding activities (eg AML/KYC, client documentation, operational workflow)
Negotiate and set up client reporting deliverables/changes in discussions with the relevant teams
Assist with mandate changes/maintenance activities in accordance with established procedures eg guideline changes, authorized signatories, benchmark changes, ongoing AML/KYC monitoring, etc
Maintain strong relationships with client/consultant contacts and participate in external meetings as appropriate
Host operational meetings with clients
Become involved in special projects
Coach and mentor more junior team members
Additional requirements for the role include:
Collaboration - Work in active partnership with others in the Client Platform, the Investment Platform and the Infrastructure Platform teams (both locally and globally) to efficiently fulfill client requests and maintain high servicing standards
Content - Demonstrate a sound knowledge of investment markets, Wellington Management's investment strategies and fund offerings, particularly those in which clients are invested, plus an in-depth knowledge of local regulations and client servicing procedures, i.e. "how to get things done" for clients
Stewardship - Work with CSMs to effectively balance the needs of each client with the capabilities and resources of Wellington Management
Execution - Knowledge of and accurate implementation of our internal processes and risk controls
Qualifications/Attributes The Client Analyst should have a minimum 2-3 years of professional experience, with a sound foundation of investment and capital markets knowledge. Previous or direct experience supporting client relationships is viewed positively. Candidates with less experience may be considered as a Client Associate.
In addition, the candidate should possess the following:
Exceptional project management/organizational skills with a strong detail-orientation, including the ability to follow through, multi-task, be consistently responsive, and manage changing priorities while meeting often strict deadlines
Sound business judgement, problem-solving skills and intellectual curiosity
Strong interpersonal and verbal/written communication skills and the ability to express oneself in both individual and group settings are a must
Fluency in Korean (written and spoken), additional Asian languages will be beneficial
Positive and pro-active attitude, flexibility, and a sense of humor
Ability to work collaboratively with diverse individuals from our clients and global offices
A college degree is required and a CFA/CAIA (or progress towards these qualifications) is viewed favorably
Exposure/knowledge of the Insurance sector is a plus
JOB TITLE Client Analyst
LOCATION Hong Kong
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMCANINQ@wellington.com .