Investor Services, Analyst

Wellington Management

Multiple Locations
Base: usd 80,000 - 150,000; bonus/equity: not spec...
Fully remote
Client service experience
Knowledge of us registered funds
Strong relationship building skills
The Investor Services Analyst will be the key point of contact for financial advisor clients

Job Summary

  • The Investor Services Analyst will be the key point of contact for financial advisor clients.
  • This role involves coordinating client account openings and closings and ensuring data accuracy.
  • Wellington Management offers a flexible work environment and a comprehensive benefits package.

Matching Summary

The Investor Services Analyst will be the key point of contact for financial advisor clients.

Salary

Base: USD 80,000 - 150,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client service experience
  • Knowledge of US Registered funds
  • Strong relationship building skills

Nice-to-have

  • Project management skills
  • IT skills like Python or SQL
  • Curiosity to learn

Key Requirements

  • 3-5 years experience in investment management
  • College degree required

Work Rights

Not specified

Tailored Resume

Cover Letter