Business Unit:

Global Distribution Operations

Reporting To:

Manager, Client Service

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 role is responsible for daily support and service with a focus on assignments requiring a high attention to detail to assist client facing associates including Client CIO’s, Account Executives and Client Investment Analysts in maintaining client relationships and retention levels. A key focus is continually analysing all tasks and functions for ways to improve processes, service levels, quality and efficiency.

This position supports our Go-to-Market (GTM) teams and will have a responsibility to provide analytical, client administration and client servicing support to senior members of the team. The person in this role will collaboratively engage with GTM teams, finance, marketing, product, investment division, data team, external vendors, and other enterprise teams seeking to gain a complete understanding of business processes to solve business needs.

Years of Experience

3-5 years of experience of client service work in the asset management or financial services industry preferred.

Qualifications

Bachelor’s degree (or equivalent).

Responsibilities

• 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.

Candidate Requirements

• Advanced Excel, PowerPoint and Adobe PDF.

• Strong organizational skills with the ability to manage multiple projects with tight deadlines.

• Solves and analyzes problems effectively, with a process for decision-making.

• Excellent oral and written communication skills and ability to effectively communicate with internal and external contacts.

• Experience in the financial services industry.

• Ability to coordinate department projects.

• Strong attention to detail including an awareness of downstream effects of actions.

Core Values

• Strong interpersonal, oral, and written communication and collaboration skills with all levels of management.

• Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines.

• Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.

• Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.

• Exemplifies our customer-focused, action-oriented, results-driven culture.

• Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.

• Ability to act with discretion and maintain complete confidentiality.

• Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.