Client Service Coordinator

About Bridgewater

Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.

Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles.

Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.

Explore more information about Bridgewater on our website here.

Our Culture

Bridgewater’s unique success is the direct result of our unique way of being. We want an idea meritocracy in which meaningful work and meaningful relationships are pursued through radical truth and radical transparency. We require people to be extremely open, air disagreements, test each other’s logic, and view discovering mistakes and weaknesses as a good thing that leads to improvement and innovation. It is by continually striving together for the highest levels of truth and excellence that we create meaningful work and meaningful relationships. Within this culture, Diversity and Inclusion is a top priority because it is essential to finding the best talent in the world, enabling our idea meritocracy, and creating an environment where all types of people can thrive. We have a full-time team as well as affinity networks that work on these issues - If you would like to learn more, please let your Bridgewater recruiter know.

Explore more information about Bridgewater’s culture on our website here.

About the Client Service Department

The goal of Client Service is to build and grow meaningful relationships with the world’s largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. To this end, we deeply understand the global pools of capital, develop strategies to effectively develop relationships, and partner with clients on their most difficult investment and portfolio construction problems. We help our clients broaden their understanding of our investment process, strategies and performance as well as deepen their understanding of financial markets more generally.

About Your Role

As a Client Service Coordinator (CSC), you’ll help the Client Service Department achieve our mission by ensuring clients receive exceptional service and that your team is achieving its strategic goals.  In order to do so, you will be the ‘air traffic controller’ of your team, responsible for a variety of administrative, operational and project management activities, serving around 30 clients. You will help set goals, brainstorm execution, project manage multiple initiatives, coordinate directly with clients and internal stakeholders, be the first point of contact for client requests, and plan meetings, trips and events.

Without the CSC, the team doesn’t run.  CSCs must be highly organized, detail-oriented, calm under pressure, and great at time management. They must communicate professionally, enjoy problem solving, and thrive in a dynamic, relationship-driven environment.

Interested in learning more about working as at Bridgewater? Hear about the experiences of our employees here.

You will drive the following 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 presen