Client Service Associate

WHO IS WESTERN ASSET

Western Asset Management focuses on supporting our clients’ financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies.

As a Client Service Associate at Western Asset, your focus will be on building outstanding external and internal relationships that best support our clients’ unique investment needs and objectives. Working in an increasingly automated environment, you’ll deliver proactive analytical and organizational support to our clients and to your team of Executives. You’ll learn our business from the ground up by working closely with every department at the organization including Marketing, Product Management, Investment Management and Operations. You will play a key role in client relationships and departmental initiatives. 

What you will do

• Build strong partnerships with a defined client channel (Public Funds, Retail & Advisory, Insurance, Consultant or Endowments & Foundations) and prospects by providing ongoing support alongside the broader Client Service team
• Develop a deep understanding of your clients’ objectives and goals to deliver customized solutions, support sales opportunities, competitive analysis and product data and reporting
• Stay current on Western Asset products, investment processes and investment strategies, as well as wider market conditions, to offer clients the best possible solutions
• Represent your client and executives' needs in firmwide initiatives and departmental efforts
• Be proactive in finding ways to increase your team’s efficiency and effectivness in retaining and growing business

Self-starters start here 
As someone with experience in fast-paced customer-facing organizations, you know the principles of good service. You’re always on the look-out for better ways to serve your clients, and keep their best interest at the center of everything you do. We’ll build on your outstanding communication and interpersonal skills by giving you the business insight and investment management knowledge you need to succeed. Good organizational skills, and the ability to multitask and prioritize under pressure are essential, as is attention to detail. 
Entrepreneurial spirit is rewarded at Western Asset. Come up with a great idea and you’ll be part of the team that delivers it. Team players who are continuous learners and are ready to dig in to the details thrive as a Client Service Associate at Western Asset. 

What you will bring

• A minimum of 3 years of client service or marketing experience in the investment management or similar/adjacent industry, or four years’ relevant work experience in another industry
• Demonstrated ability to succeed in a collaborative, team environment
• Strong critical thinking and deductive reasoning skills; ability to prioritize with an appropriate sense of urgency
• Interest in investments, finance and marketing with a focus on client service.  Solid understanding of fixed income securities, operations, accounting rules and/or portfolio management a plus
• Strong data analytics skills; expert level with Microsoft product suite including Excel, Word, PowerPoint and other business technology applications; experience with CRM, or industry tools such as Bloomberg, MMD, Morningstar or other databases is a plus
• 4-year undergraduate degree preferred, experience may offset academic requirements
• CFA Designation a plus

Expected base salary for the role will generally be between $95,000 - $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include other forms of compensation such as, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. 

About Western Asset

At Western Asset we’re saying hello to the future. Committed to being the leading fixed-income investment management firm in the world, we’re investing in new technologies, methodologies and markets. We’re also investing in our people. Our business is guided by a belief in doing the right thing: that if we treat our clients and colleagues with fairness and respect, success will follow. We’re building on our reputation and resources with an entrepreneurial approach that drives innovation. Every day is an opportunity for us to get better by making the most of the possibilities that our people and ideas can bring.

Our Commitment to Diversity

We believe a diverse and cohesive workforce promotes the formation of different ideas and viewpoints, enhances independent thinking, and helps create a work environment where the best ideas are identified and implemented. We are committed to unlocking the power of diversity through an inclusive environment that affords everyone the opportunity to develop individually, advance professionally and participate fully in the Firm’s success.

EQUAL EMPLOYMENT OPPORTUNITY ("EEO")

Western Asset Management is an Equal Opportunity/AffirmativeAction Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.

Link to Equal Employment Opportunity Statement

Link to Pay Transparency Notice

Link to Equal Employment Opportunity Poster

Link to Equal Employment Opportunity Poster Supplement

Link to Vietnam Era Veterans Readjustment Assistance Act

Join our talent pool

We’re always on the look-out for creative, curious, collaborative, and entrepreneurial individuals. Even if you don’t see any current opportunities that match your skills, we’d still like to hear from you. Sign up for our Talent Pool and we’ll get in touch when something suitable comes up.

Register today and build your own searchable profile ready for our hiring managers to view. All you need is a few basic details and an up-to-date copy of your resume ready to upload. We support .rtf, .docx, .doc, .txt and .pdf files, provided they are smaller than 2MB.

Salary : $95,000 - $120,000