Client Service Operations Analyst

wellington; Boston (MA); On-site; USD 90,000 - 180,000; Full time

Job summary

Wellington Management in Boston is seeking a Client Service Operations Analyst to join the Client Service Operations team. Based in Boston, you will partner with Global Operations, Trading and Portfolio Implementation to deliver best-in-class operational support and scalable processes.

You will analyze complex issues for client teams, work with clients, custodians and vendors, and help minimize risk while expanding use of enterprise tools like Copilot, Power Automate, Python and Alteryx to drive

Qualifications

• 3+ years in financial services, ideally investment management or asset servicing
• Solid understanding of capital market operations and regulatory requirements
• Strong interpersonal, presentation, and written communication skills
• Decision making, problem solving, and negotiation abilities
• Organized, proactive, and able to handle fast-paced priorities
• Experience with productivity tools and low-code platforms is a plus

Responsibilities

• Provide operational support and solutions to client teams by analyzing and resolving complex issues
• Collaborate with internal and external stakeholders including clients, vendors, custodians, and global teams
• Support specific geographies and client types (sovereign, pension, insurance, sub-advisory)
• Leverage regional expertise to meet Americas client regulatory expectations
• Develop and implement client operations policies and procedures
• Identify and drive process improvements to increase efficiency and scalability

Skills

Interpersonal skills

Communication skills

Problem solving

Organizational skills

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.)

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, 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] .

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; an