Client Service Associate

ClearBridge Investments is a leading global equity manager with over $193 billion in assets under management.  The firm is committed to delivering long-term results through active management. We have followed this approach for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward. Our investment decisions are supported by a robust research platform that conducts in-depth fundamental analysis of individual securities. We integrate environmental, social and governance (ESG) considerations into our fundamental research process in all our investment strategies.

Owned by Franklin Templeton, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, Calgary, Fort Lauderdale, London, San Mateo and Sydney.   ClearBridge Investments has been named by Pensions & Investments Magazine (P&I) as one of the Best Places to Work in Money Management for the thirteenth year in a row. These awards reflect the Firm's diverse and inclusive culture, spirit of collaboration, work/life balance and our ongoing investment in our employees.

At ClearBridge, we believe that diversity and inclusion is essential to our success as an organization.  We benefit from the sharing of different perspectives and our varied experiences. ClearBridge is proud to be a diverse company that promotes integrity, respect and teamwork and encourages new ideas and viewpoints. Our commitment to diversity and inclusive is demonstrated through our various recruitment efforts, employee programs, charitable and volunteer efforts.

JOB SUMMARY
ClearBridge Investments is seeking a Client Service Associate with 2 to 4 years of relationship management, client service or marketing experience within an asset management/financial markets environment.    Candidate would be part of the Client Service Team and must have excellent oral/written communication skills to handle manifold responsibilities as outlined below:

PRIMARY RESPONSIBILITIES AND DUTIES

• Maintain and enhance relationships with institutional clients. 
• Gain in-depth knowledge of the firm’s products and services.
• Produce account reports and presentations per client requirements.
• Work closely with various divisions within the organization to assure proper packaging and distribution of client reports.  Such divisions include legal/compliance, portfolio analytics, operations and marketing.
• Promote client retention and sales through the facilitation of client meetings and discussions covering investment strategy, account performance, new products, and firm updates.
• Work closely with the business, the sales teams and ClearBridge portfolio managers to coordinate all support activities and cross selling efforts.
• Assist Senior Client Service Manager.
• Cover the firm’s small to mid-sized institutional accounts.  Candidate will have a thorough understanding of the assigned accounts’ requirements.
• Lead and coordinate account transitions and new account launches with Senior Client Service Manager and Head of Client Service.
• Potential for light travel to client meeting and events

QUALIFICATONS

• Bachelor’s degree
• 2-4 years of experience working within the investment industry (preferably Asset Management) in a relationship management, client service or marketing capacity
• Proficient in Microsoft Office
• Working knowledge of Factset and Salesforce a plus
• Excellent oral and written communication skills
• Strong qualitative and quantitative skills
• Ability to work independently but must also be a team player
• Strong project management skills – must be extremely organized and detail orientedAbility to work well under pressure and multitask
• Exceptional work ethic, resourceful, and personable

TOTAL REWARDS

Our employees have access to a competitive and valuable set of Total Rewards.  Our Total Rewards include:

• Competitive compensation plans
• Health, wellness and risk benefits to protect employees and their families
• Retirement savings, stock purchase and other incentive programs to help employees plan for the future
• Holiday, paid-time-off and other employee programs that support work-life balance
• Support for pursuing certifications, external education and degree programs
• Learning, development and career advancement opportunities
• Ways to get involved in, and give back to, our communities, including paid time off for volunteering and charitable donation matching
• Hybrid work schedule – 4 days in the office
• The salary range for this position is targeted for $85,000 to $110,000 plus discretionary bonus. Base pay offered