Client Service Operations Analyst

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

Benefits offered by this job

Base salary + variable compensation

Comprehensive benefits package

Flexible work arrangement (4 days in 1

Job summary

Wellington Management, based in Boston, seeks a Client Service Operations Analyst to join the Client Service Operations team. The role supports internal and external stakeholders, focusing on operational excellence, risk management, and scalable processes across Americas client regulatory expectations.

The successful candidate will collaborate with Global Operations, Trading, and Portfolio Implementation, contributing to a robust support model and enterprise technology usage.

Qualifications

• 3+ years of experience in the financial services industry, ideally within investment management or asset servicing.
• Solid understanding of capital market operations and regulatory requirements.
• Strong interpersonal, presentation and written communication skills.
• Proven decision-making, problem-solving and negotiation abilities.
• Organized, self-starter in a fast-paced environment with changing priorities.
• Experience using productivity and low-code tools (Copilot, Power Automate, Python, Alteryx) is a plus.

Responsibilities

• Provide operational support and solutions to client teams by analyzing and resolving complex issues.
• Collaborate with clients, vendors, custodians and global teams to ensure smooth service delivery.
• Support specific geographies and client types (sovereign, pension, insurance, sub-advisory).
• Utilize regional expertise to align with Americas regulatory expectations and market practices.
• Develop knowledge across investment strategies and market operations to serve clients effectively.
• Create and implement operational policies and procedures to deliver high-quality service.
• Identify and implement process improvements to enhance efficiency and scalability.

Skills

Financial services

Regulatory knowledge

Communication skills

Decision making

Organization

Low-code tools

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.)

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].

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. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and 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.