Glass, Lewis & Co. · 1 day ago
Client Services Associate
Kansas City, MO
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $55K/yrGlass Lewis is a trusted ally to over 1,300 investors globally, providing corporate governance research and engagement services. They are seeking a detail-oriented Client Services Associate to manage client processes and maintain strong client relationships.
ConsultingFinancial ServicesOnline Portals
Responsibilities
Manage all aspects of client facing and non-client facing day to day processes for each client as directed including: client document customization; organization and management; customer account setup; policy and account maintenance along with custom reporting
Audit and maintain client accounts on an ongoing basis, including: adding, modifying and closing accounts as instructed by the client, altering vote execution options, etc
Monitor ballot and holdings exceptions reports for account related errors and resolve per standard operating procedures
Work with Operations Department staff to complete regular detailed reconciliation services and complete rejection resolution within agreed timelines
Schedule and audit regular client reports, accounts, holdings & ballots. Escalate issues identified on a timely basis so that appropriate action can be taken to ensure internal and external stakeholders are aware of any issues which may impact client deliveries
Develop strong client relationships through strategic and tactical client support
Other duties as assigned
Qualification
Required
Experience using MS Office suite, with a strong emphasis on excel along with internet research tools
Keen attention to detail
Ability to quickly comprehend complex subjects
Ability to multi-task, prioritize, work on own initiative and set personal deadlines
Must work effectively under pressure to meet tight stakeholder deadlines as part of a dynamic team
Resourceful and can-do attitude
Analytical skills are required to research and resolve enquiries
Excellent verbal & written communication skills a must
Ability to build and maintain relationships with Internal & External stakeholders
Benefits
Medical, dental, and vision insurance offered.
Company seeded health savings account.
3 weeks accrued paid time off per year.
Paid maternity leave.
Company paid life insurance and disability.
401k with company match.
Banking holidays observed.
Hybrid work schedule.
Company
Glass, Lewis & Co.
Glass Lewis is the world’s choice for governance solutions.
Founded in 2003
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-03-16Acquired
Leadership Team
Bob Mann
CEO
J
Jason Wartman
Chief Financial Officer
Recent News
Morningstar.com
2026-01-11
2025-12-13
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