Institutional Client Service Associate

The Institutional Client Service Associate (CSA) supports the North America institutional business by executing day-to-day client servicing, internal coordination, and team projects. The CSA partners closely with Client Service Advisors and portfolio management and resources across the firm.

Requirements

• Partner with the Client Service Advisors on day-to-day client servicing support
• Review and distribute recurring client reports and materials
• Coordinate and support meeting scheduling, preparation, agendas, materials, and follow-ups
• Maintain accurate CRM records (e.g., Salesforce)
• Manage the completion and delivery of due diligence and audit requests, track deadlines and submissions
• Coordinate timely responses to client inquiries and requests
• Relationship management assistance and cross-functional coordination
• Help schedule and track client touchpoints and deliverables
• Attend client calls/meetings as appropriate
• Partner with reporting/analytics teams to ensure quality and consistency of client materials
• Coordinate with portfolio managers and product specialists on client-ready content
• Collaborate with Legal/Compliance, Reporting, Operations, and other functions to align with client requirements established in the Investment Management Agreements
• Onboarding new accounts and assisting with asset transfers, legal review, accounting standard and methodologies, impairment methodology
• Maintain working knowledge of assigned client portfolios to support accurate communications
• Flag potential mandate risk indicators to the Insurance Client Advisor/Insurance Client Service Advisor
• Participate in team projects to enhance procedures, templates, and best practices

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits to eligible employees