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Putnam Investments

60 Putnam Investments Client Services Associate Jobs Hiring Near You

Client Services

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... The ideal candidate will possess a strong understanding of alternative investments, excellent ...

Client Services

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... The ideal candidate will possess a strong understanding of alternative investments, excellent ...

Axelon

Client Services Associate

Jacksonville, FL · On-site

$43/hr

Client Services Associate Global Financial Firm located in Jacksonville, FL has an immediate ... Fully accountable for servicing and supporting our Investment and/or Banking clients. * Able to ...

Career Connections

Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

Client Service Associate Our client, a growing wealth management firm, is seeking a Client Service ... Experience in wealth management, financial planning, banking, insurance, or investment services ...

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... Knowledge of financial markets and investment products * Proficiency in financial software and CRM ...

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Client Services Associate

Client Services

Manhattan, NY • On-site

$80K - $100K/yr

Other

Posted 14 days ago

Job description

Client Services Associate

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.

Essential Duties
  • Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships.
  • Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions.
  • Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis.
  • Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.
  • Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal,) to facilitate client requests, resolve issues, and ensure seamless service delivery.
  • Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing.
  • Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles.
  • Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms.
  • Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience
Required Qualifications
  • Bachelor's degree.
  • 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations.
  • Solid working knowledge and understanding of capital markets and alternative investments.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting).
  • Strong analytical, problem-solving, and project management skills.
  • Excellent written and verbal communication skills, with the ability to present information clearly and professionally.
  • High level of organizational skills and attention to detail, with a focus on accuracy.
  • Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast-paced environment
Professional Skills Qualifications
  • Proactive and self-motivated with the ability to work independently and as part of a team.
  • Strong teamwork and interpersonal skills, with the ability to build effective relationships.
  • Passion for providing exceptional client service and exceeding client expectations

This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.

Estimated Compensation:

Base Salary: For a CA and NY based positions, the base salary range is $80k – $100k. This represents base salary range only.

Other Compensation :In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

Benefits : Eligible for TCW's comprehensive benefits package.

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