Client Service Manager

Wellington Management Company, LLP
Boston, USA
Sep 21, 2021
Sep 23, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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 60 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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

The Company
Tracing our roots to 1928, Wellington Management is one of the world's largest independent investment management firms. With US$1.1 trillion in assets under management as of September 30, 2019, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 55 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
The Position
The Client Service Manager (CSM) is a member of the Client Services Group (CSG) working closely with the Global Relationship's Group's US Financial Intermediaries Group ("USFIG"), supporting the firm's sub-advised mutual funds, variable annuities, private banks, fund of funds and broker dealer clients. The successful CSM will understand the client's long term investment objectives, servicing needs, and market channel environment and bring the resources of the organization to bear on behalf of the client with the goal of delivering a high level of service that will exceed the client's expectations and position Wellington Management as the partner of choice. This position is based in our Boston, Massachusetts headquarters.
Client Service Management (CSM) contributes to Wellington Management's mission by delivering first class client service to clients. The Client Service Manager is responsible for managing service delivery for clients, driving resolution of client service matters, and meeting with clients to discuss servicing related activities. The Client Service Manager will be a member of the Wellington relationship team and have responsibility for servicing an assigned book of client relationships. The Client Service Manager will develop a strong understanding of clients' servicing requirements, monitor and proactively manage relationship agreements and evaluate the firm's client service capabilities/gaps and related risks driven by client requirements.

The Client Service Manager will also work in close coordination with appropriate internal constituencies to ensure client expectations are met and exceeded. In particular, the Client Service Manager will work in close partnership with the Relationship Manager, who will provide leadership on existing client mandates, drive retention and growth of the relationship and the overall provision of investment content. This Client Service Manager will be expected to understand industry best practice and innovate processes and procedures as appropriate.

Candidate dependent, this position has the potential to include team management and broad leadership opportunities.

Additional CSM responsibilities would include:
  • Serve in a "COO" type of role to ensure servicing needs are met
  • Partner with multiple Relationship and Account Managers to form the client relationship team, managing all aspects of the client relationship
  • Understand client's overall objectives that influence their investment and servicing requirements
  • Lead and/or collaborate on client-related projects and strategic initiatives (e.g. fund restructuring/launches, client communications, building new client reports; solving for new opportunities such as SMAs, Alternatives, etc..)
  • Prepare for, lead/attend and provide follow-up on client meetings and inquiries
  • Partner with other functional areas to address client issues, concerns, and opportunities
  • Coordination of transactions, including facilitation of onboarding new clients, investment management agreements, guideline-related issues and investment compliance matters
  • Liaise with the client and internal parties to ensure compliance with applicable regulations
  • Provide oversight and respond to ad hoc requests
  • Manage the client team's process-oriented work, including reporting, and ensure client deadlines are met
  • Act as day to day resource for client analysts
  • Identify opportunities to create efficiencies and assist in internal initiatives to implement efficiencies
The Client Service Manager will have significant number of years of experience in the investment management industry, in the areas of client service, business strategy/management, or operational experience. They must have strong relationship building and collaboration skills, as well as depth of expertise with complex servicing and operational related issues, capital markets, and the curiosity to continue to learn. Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients is critical. Strong project management skills, influencing, consensus building and strong quantitative, written and verbal communication skills are required. Familiarity with mutual funds (and the 1940 Act), subadvised funds, Alternatives (including Hedge Funds and Private Equity), SMA's, or ETF's a plus.

A college degree is required, CFA/MBA preferred.


Client Service Manager

280 Congress

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 .

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