Business Unit:

Global Distribution Operations

Reporting To:

Head of AIS Portfolio & Business Consulting

Shift:

EMEA/UK (1:30 pm – 10:30 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 88-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 has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai.

Joining the 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 part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.

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

Job Description:

The Client Service Associate (CSA)’s primary responsibilities will be to support various functions within the North America Advisor and Intermediary Solutions business to help achieve the unit’s ambitious sales goals. For example, supporting the achievement of growth goals in separately managed accounts; gaining efficiencies in representing data on our mutual funds, model strategies and separately managed accounts on third party data platforms; and supporting our practice management initiatives designed to help advisors grow their businesses. Through these activities, the CSA assists the sales teams in providing a high-quality service experience to financial advisor clients and end investors.

The successful candidate will have a demonstrated track record of effective collaboration, a “team-first” mindset, a strong work ethic, the organizational skills and flexibility to balance and prioritize multiple tasks and initiatives concurrently, and a desire to grow their skills and knowledge.

Years of Experience

• One or more years of client service and financial industry experience, including experience in an operations-based financial environment.

Qualifications

• Bachelor’s degree.

Responsibilities

• Provide reactive and proactive support for Sales, National Accounts, Personalized Managed Accounts, Portfolio Consulting, and Business Solutions Teams

• Support the proposal, opening, maintaining and closing of Personalized Managed Accounts: convert large data sets from PDF to excel format; scrub data; run proposals; coordinate the account opening process and transactions in partnership with the Personalized Managed Accounts Services team; identify and solve reconciliation questions; understand plan administrators’ tools, dashboards and systems; research distributor questions and inquiries using a variety of internal and external systems and resources; escalate operational, client service and technical issues as necessary

• Efficiently and effectively prepare mutual fund, model strategy and separately managed account data prior to uploading to third party data platforms accessible to financial advisors, key account decision-makers and end investors

• Run and format Custom Business Analyses for the practice management team’s use with financial advisors

• Other duties as assigned

Candidate Requirements

• Knowledge of global capital markets, the wealth management industry, investment vehicles commonly used by financial advisors (e.g., mutual funds, model strategies, separately managed accounts)

• Excellent listening and written communication skills; ability to follow written procedures.

• Ability to thrive in a team environment while also working independently.

• Capacity to establish and manage a process under deadlines. E.g., time management and organizational skills; ability to manage multiple responsibilities and changing priorities.

• Demonstrated proficient analytical and technical skills. E.g., working with various software products, such as Morningstar suite of products, in particular Morningstar Direct; Microsoft suite of products, in particular Microsoft Dynamics, Excel, Outlook