Client Service Operations Analyst

Wellington Management Company; Boston (MA); Hybrid; USD 90,000 - 180,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Commuter program

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management Company in Boston is seeking a Client Service Operations Analyst to join the CSO team. The role focuses on delivering robust operational support to client groups, partnering with Global Operations, Trading, and Portfolio Implementation to enhance service, reduce risk, and scale processes.

Ideal candidates bring 3+ years in financial services, strong regulatory knowledge, and proven communication skills.

Qualifications

• 3+ years in the financial services industry, ideally within investment management, asset servicing / custodian banking.
• Solid understanding of capital market operations and regulatory requirements.
• Well-developed interpersonal, presentation and communication skills, both verbal and written.
• Effective decision-making, problem-solving and negotiation skills.
• Organized, self-starter who thrives in a fast-paced environment with changing priorities.
• Experience with productivity and low-code tools such as Copilot, Power Automate, Python, High Gear, Alteryx is advantageous.

Responsibilities

• Provide operational support and solutions to client teams by analyzing and resolving complex issues and questions.
• Work with internal and external stakeholders, including clients, vendors, custodians, and global teams, to ensure smooth delivery of services.
• Support specific geographies and client types (sovereign, pension, insurance, sub advisory).
• Utilize regional expertise and language skills to deliver support aligned with Americas client regulatory expectations and market practices.
• Develop breadth of knowledge across investment strategies and market operations to serve clients effectively.
• Develop and implement effective operational solutions, policies, and procedures to deliver high-quality service and support new products.
• Identify and implement process improvements and best practices to enhance efficiency, quality, and scalability.

Skills

Financial services experience

Capital market operations

Interpersonal and communication skills

Decision-making and negotiation

Problem-solving and organized

Low-code tooling experience

Tools

Copilot

Power Automate

Python

Alteryx

Job description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Job Overview

Based in Boston, the Client Service Operations Analyst will be part of the Client Service Operations (CSO) team. This role is within the larger ‘Client Operations’ group, which aims to foster a robust risk culture while enhancing our global support model to provide excellent service to both internal and external stakeholders. The CSO Analyst will act as a key contact for the Client Group, working closely with Global Operations, Trading, Portfolio Implementation, and the broader infrastructure platform to deliver best‑in‑class operational support and solutions. This role involves collaborating with colleagues across the firm to enhance the client experience, while simultaneously seeking opportunities to achieve scale via process optimization and to minimize operational risk. Additionally, the analyst will provide insights and guidance to ensure we find opportunities to leverage the enterprise technology tools available. The ideal candidate will possess a strong sense of responsibility, teamwork, and an enthusiastic approach to process improvement. This role is diverse and includes various day‑to‑day tasks.

Responsibilities

• Provide operational support and solutions to client teams by analyzing and resolving complex issues and questions
• Work with both internal and external stakeholders, including clients, vendors, custodians, and global teams, to ensure smooth delivery of services
• Support specific geographies and client types (sovereign, pension, insurance, sub advisory)
• Utilize regional expertise and language skills (where applicable) to deliver support that aligns with Americas client regulatory expectations and market practices
• Develop breadth of knowledge across investment strategies and market operations, enhancing the firm's ability to serve its clients effectively
• Develop and implement effective operational solutions, policies, and procedures to deliver high‑quality service to key stakeholders, supporting new products and services
• Identify and implement process improvements and best practices to enhance operational efficiency, quality, and scalability

Skills & Experience

• 3+ years of experience in the financial services industry, ideally within investment management, asset servicing / custodian banking
• Solid understanding of capital market operations and associated regulatory requirements
• Well‑developed interpersonal, presentation and communication skills, both verbal and written
• Effective decision‑making, problem‑solving and negotiation skills
• Organized, self‑starter who thrives in a fast‑paced environment with rapidly changing priorities
• Experience using productivity and Low code software tools will be advantageous (Copilot, Power Automate, Python, High Gear, Alteryx etc.)

About Diversity, Equity & Inclusion

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

Compensation & Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 90,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back‑up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Company History & Culture

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi‑asset, and alternative strategies. As a private partnership whose sole business is investment management, our long‑term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject‑matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

For more information, please visit https://www.wellington.com/en/