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Client Services Associate (CSA)

Russell Investments

Russell Investments

Customer Service
Mumbai, Maharashtra, India
Posted on Friday, April 5, 2024

Business Unit:

Global Distribution Operations

Reporting To:

Manager, Client Service


EMEA/UK (Mar-Nov 1:30 pm – 10:30 pm IST / Nov-Mar 2:30 pm – 11:30 pm IST) (India)

About Russell Investments, Mumbai:

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.

Joining the new Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be one of the first to join this new team based out of Goregaon (East) in Mumbai and be a part of creating the foundation and culture for the firm’s growing operations in India. The Mumbai office operates 5-days a week from Monday to Friday with varying shifts to accommodate time zones around the world.

For more information, please visit https://www.russellinvestments.com.

Job Description:

As a Client Service Associate, you will be responsible for daily support and service with a focus on administrative assignments requiring a high attention to detail to assist Client CIO’s, Account Executives and Client Investment Analysts in maintaining client relationships and retention levels. A key focus is continually analyzing all tasks and functions for ways to improve processes, service levels, quality and efficiency.

The responsibilities of the individual in this position include:

· Provide analytical, client administration and client servicing support to senior members of the team (Client CIO’s, Account Executives and Client Investment Analysts).

· Updating and coordinating client materials such as investment reviews, presentations, customized client reporting, and client communications using PowerPoint, Word, Excel and other pertinent software.

· Provide support to department for client related activities, to include serving as subject matter expert for file management system (P8) and CRM.

· Management/Executive Coordination - Assist in ongoing/ad-hoc department projects, including quarterly client tracking, large client mailings and maintenance of department Business Continuity Plan.

· Client Support - Provide proactive support on daily tasks that allows relationship team to conduct business in an efficient, professional, and organized manner. This includes coordinating/communicating client information to internal stakeholders and assisting in management of client reporting deliverables.

The successful candidate will have extensive demonstrable skills and experiences including the following:

· Investment or Finance industry knowledge

· Ability to coordinate department projects

· 3-5 years’ experience with writing and proofing

· 3-5 years’ experience with MS Office, including SharePoint and Adobe Acrobat

· Excellent time management, prioritization and organizational skills

· Project coordination including managing multiple and conflicting deadlines and coordinating delivery directly with senior executives

· Strong attention to detail including an awareness of downstream effects of actions

· High level of professionalism, confidentiality, discretion and judgment

· Excellent written and verbal communication skills, proof-reading skills, and follow up skills

· Bachelor’s degree in an applicable field preferred.