Client Services Operations Associate
Position Summary
The Client Services Operations Associate is responsible for preparing standard and custom client and firm reporting, and managing operational activities related to the reporting system and client portal. This role requires a solid understanding of the asset management business, collaboration with a variety of departments, and excellent organizational skills
Essential Duties
Prepare and deliver standard monthly and quarterly reporting to all investors
Research and resolve all exceptions related to standard client reports
Collaborate with internal business partners at all levels on client reporting issues, enhancements and custom reporting
Populate and maintain secure client online portal
Collaborate with IT on client reporting and client portal development
Liaise with other departments (Client Services, Marketing, Operations, Performance Attribution, Legal) to support client requirements and assist in providing information related to client inquiries
Prepare a variety of internal reports for broad distribution across the firm
Identify ways of creating efficiencies/improving processes
Required Qualifications
Bachelor's degree from an accredited college or university
Prior experience working in financial services (internship experience will be considered)
Working knowledge and understanding of capital markets
Proficient with Microsoft Office applications
Professional Skills Qualifications
A self-starter who takes initiative and can work independently
Strong analytical skills and excellent attention to detail
Excellent verbal and written communications skills
Well organized and able to prioritize multiple requests from a variety of sources
A team player and collaborates well with others
Estimated Compensation
Base Salary
For CA and NY based position, the base salary range is $80k - $97k. This is an anticipated range only.
Other Compensation
Eligible to be considered for an annual discretionary bonus
Benefits
Eligible for TCW's comprehensive benefits package.
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
TCW is an Affimpleer? . Please visit www.tcw.com for more information.
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