Remote Client Services Operations Manager

Loomis, Sayles & Company; Boston (MA); Hybrid; USD 135,000 - 155,000; Full time

Benefits offered by this job

Health & Welfare: Medical, dental, and

Retirement Savings

Paid Time Off

Company-Provided Leave Benefits

Life and Disability Insurance

Work/Life and Wellness Resources

Job summary

Loomis Sayles & Company seeks a Client Administration Manager to lead a solutions-oriented team within Institutional Services. The role requires strong problem-solving, independence, and effective written and interpersonal communication across audiences.

The ideal candidate will manage client relationships, monitor service delivery, and coordinate transitions and mandates while partnering with Legal, Compliance, Portfolio Administration and Technology to support client deliverables.

Qualifications

• Methodical working style with acute attention to detail.
• Strong work ethic, self-starter, and client-first focus.
• Ability to handle several tasks with opposing deadlines in a fast-paced environment.
• Bachelor’s degree and 5+ years of investment industry experience with client interaction at an asset management firm.
• Preference for experience with legal documentation and familiarity with compliance processes.
• Familiarity with fixed income and equity securities is useful.

Responsibilities

• Support Relationship Managers to enable focus on outstanding client service.
• Serve as administrative contact for large/sophisticated relationships to improve efficiency.
• Develop constructive relationships with assigned clients and ensure requirements are met.
• Monitor other teams to ensure contracted services are delivered timely.
• Triage client demands, set priorities, and manage completion.
• Attend client meetings and conference calls as needed.
• Streamline client-related processes and seek new technology solutions.
• Collaborate with internal teams to respond to client information requests.
• Coordinate guideline amendments and issues arising for mandates with Legal/Compliance/PM teams.
• Run transition events for existing client accounts as needed.
• Build relationships with key business partners to resolve issues and improve communication.
• Act as primary client liaison with Legal, Compliance, Client Intake, Portfolio Administration, Relationship Management and Technology.
• Partner with Technology to improve project tracking and online reporting capabilities.

Skills

Methodical working style

Attention to detail

Strong work ethic

Self-starter

Deadline-oriented

Team player

Client interaction

Education

Bachelor’s degree

Job description

Loomis Sayles & Company seeks a Client Administration Manager to lead a solutions-oriented team within Institutional Services. The role requires strong problem-solving, independence, and effective written and interpersonal communication across audiences.

The ideal candidate will manage client relationships, monitor service delivery, and coordinate transitions and mandates while partnering with Legal, Compliance, Portfolio Administration and Technology to support client deliverables.