Strategic Client Services Operations Associate

Bridgewater Associates, LLC; Westport (CT); Hybrid; USD 135,000 - 200,000; Full time

Job summary

Bridgewater Associates in Westport, CT is hiring an Associate for the Client Service Department. The role acts as the operational hub for a team servicing about 30 clients, coordinating calendars, meetings, travel, and client inquiries.

The Associate must be highly organized, calm under pressure, and excel at communication, problem solving, and time management within a fast-paced, relationship-driven environment.

Qualifications

• Effective written and oral communication with strong attention to detail.
• Proficiency in Outlook, PowerPoint, Word and Excel; general comfort with learning new software tools.
• Bachelor's degree with strong academic record preferred.
• Experience in financial services or a professional business environment is a plus, though not required.

Responsibilities

• Partner with your team's Client Advisor (senior relationship manager) to understand client goals and translate the business plan into an organized operational cadence for the team, including providing administrative and calendar support.
• Provide high quality and professional client service, acting as the first point of contact for all incoming client inquiries via email or phone.
• Distill information and synthesize the key points to the team and other relevant, internal stakeholders.
• Coordinate tasks, activities and collaboration sessions to meet client needs from visualization to scheduling.
• Drive execution, provide direction, and project manage initiatives across multiple stakeholders.
• Facilitate synchronization and communication across the team, by tracking and reporting on status of key activities and keeping knowledge repositories up to date (i.e. CRM).
• Ensure team and key stakeholders are prepared for all client interactions (i.e. presentations, prep notes, technology).
• Coordinate logistics for clients and team, including travel strategy, events and presentation materials.
• Anticipate and resolve problems efficiently and independently.
• Work with other teams on projects to improve departmental operations.

Skills

Communication

Attention to detail

Team player

Problem solving

Education

Bachelor's degree

Tools

Outlook

PowerPoint

Word

Excel

Job description

Bridgewater Associates in Westport, CT is hiring an Associate for the Client Service Department. The role acts as the operational hub for a team servicing about 30 clients, coordinating calendars, meetings, travel, and client inquiries.

The Associate must be highly organized, calm under pressure, and excel at communication, problem solving, and time management within a fast-paced, relationship-driven environment.