Client Service Manager

Wellington Management Company, LLP
New York, USA
$100k - $225k
Oct 28, 2022
Nov 15, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Us

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.

About the Role

Client Service Management (CSM) contributes to Wellington Management's mission by delivering first class client service to both institutional clients and distributors. The Client Service Manager is responsible for managing service delivery for clients and/or distributors, driving resolution of client service matters, and meeting with clients/distributors to discuss operational and servicing related activities on a regular basis. The Client Service Manager will develop a strong understanding of clients'/distributors' servicing requirements, monitor and proactively manage the relationship, including overseeing legal agreements, and evaluate the firm's client service capabilities/gaps and related risks driven by client/distributor requirements. The Client Service Manager will be a member of the Investor Services team (EMEA) within the Wellington Client Services Group and will work closely with our Global Wealth teams to meet the servicing needs of our distributors. In addition, we expect the role incumbent to develop strong relationships with counterparts at our distributors.

In addition to working closely with the Wealth team and developing relationships with the appropriate parties at the distributors, the Client Service Manager will also work in close coordination with appropriate internal constituencies to ensure client/distributor expectations are met and exceeded. This Client Service Manager will be expected to understand industry best practice by participating in industry conferences and relevant forums, and innovate processes and procedures as appropriate.

The Client Service Manager will have:
  • Significant experience supporting fund distribution business and demonstrable knowledge of the operational complexities of global private banks
  • Knowledge and experience with onboarding new distribution relationships, including the legal and "Know your Distributor" requirements
  • Depth of expertise with complex operational related issues, capital markets, and the curiosity to continue to learn.
  • Familiarity with upcoming regulatory changes within the distribution channel
  • Demonstrable relationship building and collaboration skills
  • Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks,
  • 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
  • Fluency in Spanish or Portuguese is viewed favorably but not required.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

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 .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 100,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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