Client Transitions Analyst — Global Operations (Hybrid)

Wellington Management; Needham (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits package

Flexible work environment

Tuition/CFA reimbursement

Job summary

Wellington Management in Needham, Massachusetts is seeking a Client Transitions Analyst to support the operational aspects of client transitions. The role involves coordinating with various teams to ensure effective transitions while managing operational risks.

The ideal candidate should possess a Bachelor's degree and have 3-5 years of relevant investment industry experience. Strong analytical and communication skills are essential, as well as the ability to resolve complex operational issues. The position includes a competitive salary and a comprehensive benefits package.

Qualifications

• 3-5 years relevant investment industry experience.
• Exposure to investment operations and risk management preferred.
• Advanced degrees and/or CFA progress viewed favorably.

Responsibilities

• Ensure timely delivery of account opening documentation.
• Assist with transition manager asset coordination.
• Work with investors to create model accounts for transitions.

Skills

Analytical ability

Strong communication skills

Operational issue resolution

Education

Bachelor's degree in a relevant field

Job description

Wellington Management in Needham, Massachusetts is seeking a Client Transitions Analyst to support the operational aspects of client transitions. The role involves coordinating with various teams to ensure effective transitions while managing operational risks.

The ideal candidate should possess a Bachelor's degree and have 3-5 years of relevant investment industry experience. Strong analytical and communication skills are essential, as well as the ability to resolve complex operational issues. The position includes a competitive salary and a comprehensive benefits package.