Associate, Client Service jobs in United States
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Bridgewater Associates · 7 hours ago

Associate, Client Service

Bridgewater Associates is a premier asset management firm focused on delivering unique insights for global institutional investors. The Associate in Client Service will ensure clients receive exceptional service, manage various operational tasks, and support the team in achieving strategic goals.

FinanceFinancial ServicesImpact Investing
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Comp. & Benefits
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Responsibilities

Partner with your team’s Client Advisor (senior relationship manager) to understand client goals and translate the business plan into an organized operational cadence for the team, including providing administrative and calendar support
Provide high quality and professional client service, acting as the first point of contact for all incoming client inquiries via email or phone
Distill information and synthesize the key points to the team and other relevant, internal stakeholders
Coordinate tasks, activities and collaboration sessions to meet client needs from visualization to scheduling
Drive execution, provide direction, and project manage initiatives across multiple stakeholders
Facilitate synchronization and communication across the team, by tracking and reporting on status of key activities and keeping knowledge repositories up to date (i.e. CRM)
Ensure team and key stakeholders are prepared for all client interactions (i.e. presentations, prep notes, technology)
Coordinate logistics for clients and team, including travel strategy, events and presentation materials
Anticipate and resolve problems efficiently and independently
Work with other teams on projects to improve departmental operations

Qualification

Client serviceProject managementCommunication skillsMicrosoft OutlookMicrosoft PowerPointMicrosoft WordMicrosoft ExcelCuriosityProblem solvingAttention to detailInterpersonal skillsTeam player

Required

Effective written and oral communication skills with strong attention to detail
A high degree of proficiency in Outlook, PowerPoint, Word and Excel; general comfort with learning and using new software tools
Bachelor's degree with strong academic record preferred
Experience in financial services or a professional business environment is a plus, though not required

Company

Bridgewater Associates

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Bridgewater manages approximately $120 billion in global investments for a wide array of institutional clients, including foreign

Funding

Current Stage
Late Stage
Total Funding
$22M
2016-05-25Grant· $22M

Leadership Team

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Hans Anderson
Director Of Product Design
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Karen Karniol-Tambour
Co-Chief Investment Officer
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Company data provided by crunchbase