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Client Service Specialist

Remote · Hong Kong Full-time

Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. They are seeking a Client Service Specialist to support Relationship Managers in delivering a best-in-class client experience and managing client communications and materials.

Responsibilities

  • Support the efforts of Relationship Managers to properly and proactively service clients
  • Track and maintain client information and facilitate account openings, transitions, restructurings and closings
  • Communicate effectively with internal (e.g. Compliance, Operations, Performance, Portfolio Construction) and external parties (clients, custodians)
  • Schedule, track and prepare materials for client meetings
  • Understand individual client needs/concerns and tailor responses to client requests accordingly
  • Attend onsite meetings and conference calls, write and distribute meeting notes internally
  • Develop a strong understanding of needs across client types
  • Acquire a deep understanding of Acadian Asset Management, its resources, and how other functional groups are integrated into its business processes

Skills

  • Bachelor's degree or equivalent with strong academic credentials
  • 1-3 years of relevant client service experience within investment management, financial services
  • Ability to meet deadlines while juggling multiple projects in a fast-paced environment
  • Excellent interpersonal and organizational skills
  • Highly effective communication skills, both written and verbal
  • Superior attention to detail and the ability to independently see deliverables through to completion
  • Strong business judgment
  • Team player mentality

Benefits

  • Discretionary incentive compensation
  • Participation in Acadian’s comprehensive benefits program, which includes health, retirement, and wellness offerings
  • Flexible hybrid work environment
  • Strong benefits
  • Casual but focused office culture

Company Overview

  • Acadian Asset Management LLC is an investment adviser headquartered in Boston, Massachusetts. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 201-500 employees. Its website is https://www.acadian-inc.com/.
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