Acadian Asset Management · 6 hours ago
Client Service Specialist
Boston, MA
Full-time
Hybrid
Entry Level
$70K/yr - $80K/yr
1+ years expAcadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. The Client Service Specialist will support Relationship Managers by planning client interactions, managing client information, and ensuring a high-quality client experience.
Asset ManagementFinanceFinancial Services
Responsibilities
Support the efforts of Relationship Managers to properly and proactively service clients
Track and maintain client information and facilitate account openings, transitions, restructurings and closings
Communicate effectively with internal (e.g. Compliance, Operations, Performance, Portfolio Construction) and external parties (clients, custodians)
Schedule, track and prepare materials for client meetings
Understand individual client needs/concerns and tailor responses to client requests accordingly
Attend onsite meetings and conference calls, write and distribute meeting notes internally
Develop a strong understanding of needs across client types
Acquire a deep understanding of Acadian Asset Management, its resources, and how other functional groups are integrated into its business processes
Qualification
Required
A bachelor's degree or equivalent with strong academic credentials
1-3 years of relevant client service experience within investment management, financial services
Ability to meet deadlines while juggling multiple projects in a fast-paced environment
Excellent interpersonal and organizational skills
Highly effective communication skills, both written and verbal
Superior attention to detail and the ability to independently see deliverables through to completion
Strong business judgment
A team player mentality
Benefits
Discretionary incentive compensation
Participation in Acadian’s comprehensive benefits program
Health
Retirement
Wellness offerings
Company
Acadian Asset Management
Acadian Asset Management LLC is an investment adviser headquartered in Boston, Massachusetts.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$375M2025-10-28Post Ipo Debt· $375M
2014-10-10IPO
Leadership Team
Kelly Young
Chief Executive Officer
Jennifer McVay
SVP, Head of Investment Operations
Recent News
Business Wire
2025-12-02
2025-11-01
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