Note: The job is a remote job and is open to candidates in USA. Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities. The Client Administration Manager role involves supporting Relationship Managers, managing client relationships, and ensuring timely delivery of services to clients.
Responsibilities
- Key support for Relationship Managers to enable them to focus on their primary mission of delivering of outstanding client service
- Serve as the administrative contact for large and/or sophisticated relationships to consistently increase the effectiveness and efficiency of the firm in meeting the needs of its clients
- Develop constructive relationships with each assigned client encouraging open communication and efficient response to all client administrative requirements
- Understand the assigned client requirements for assigned accounts and develop processes (if needed) to ensure these requirements are consistently met; provide feedback when they are not
- Responsible for monitoring other teams to ensure all contractually required services are delivered to the assigned clients in a timely manner
- Ongoing triage of client demands which includes setting priorities, delegating responsibilities and being responsible for their completion
- Attend client meetings/conference calls as needed
- Proactively develop ways to streamline existing client-related processes, seeking new technology solutions wherever possible
- Work closely with the internal teams to support timely responses to client informational requests as needed
- Coordinate review of guideline amendments and other issues arising for existing mandates by Legal, Compliance and the portfolio management teams
- Run transition events for existing client accounts which can include mandate changes and asset transfers in kind out of the portfolio
- Build and manage relationships with key business partners across the organization to cultivate open, reliable communication to help resolve sophisticated issues without judgment
- Act as the primary client liaison with numerous internal departments, including Legal, Compliance, Client Intake, Portfolio Administration, Relationship Management and Technology, in order to facilitate smooth internal and external management of client deliverables
- Partner with Technology to improve both internal project tracking and external client reporting and on-line capabilities
Skills
- Methodical working style, acute attention to detail
- A powerful work ethic, self-starter, curiosity, client-first focus
- Ability to handle several tasks often with opposing deadlines simultaneously – very deadline-oriented environment
- A great teammate— work collaboratively with your peers in a tightknit group, displaying an interest and ability to assist when needed– monitoring team workflow is key to the team's success – we cover each other all the time
- A bachelor's degree and 5+ years' experience in the investment industry with at least 2 years' experience working with client-related interaction and responsibilities at an asset management company
- Preference for working with legal documentation, having worked in client service in the finance industry
- Familiarity with fixed income and equity securities and compliance procedures is useful
Benefits
- Discretionary annual incentive award, which is based on individual and company performance
- Access to a comprehensive benefits package designed to support your health, well-being and financial security
- Health & Welfare: Medical, dental, and supplemental health plans
- Retirement Savings
- Paid Time Off
- Company-Provided Leave Benefits
- Life and Disability Insurance
- Work/Life and Wellness Resources
- Locally Relevant Perks and Programs
- Full-time work from home
- Partially work from the office and partially work from home
- Full-time office based (depending on the individual CAM’s preference)
- If fully remote, training may be offered in the Boston office in person as needed
Company Overview
Company H1B Sponsorship