Client Service Management (CSM) contributes to Wellington Management's mission by delivering first class client service to both institutional clients and mutual fund sponsors. Global Investor Services, a team within CSM, is responsible for managing service delivery for small and mid-sized clients, driving resolution of client service matters, responding to client inquiries and meeting with clients to discuss operational and servicing related activities. These clients represent endowment, foundation, family office, corporate, and public funds relationships invested primarily in commingled pools maintained by our affiliates, Wellington Managed Funds - US, Wellington Managed Funds - Global, and Wellington Alternative Investments.
The Investor Services Analyst within Global Investor Services helps to service our US endowment, foundation, family office, corporate, and public fund clients who are invested in pools. In addition, the role requires collaboration and servicing to 3rd parties; namely investment consultants and outsourced CIO entities. The Investor Services Analyst plays a critical role in the relationship management effort by overseeing the client on-boarding process, managing cash flows, coordinating reporting and handling complex client and consultant inquiries.
The Investor Services Analyst will participate in a wide range of business and client service activities that require the cross-functional coordination with our Investment Products and Services, Client Reporting, Tax, Finance, Consultant Relations, and Fund Services colleagues. A successful Investor Services Analyst will help identify areas of operational efficiency and best practices, exhibit strong business judgment, and serve as a resource for others on the team.
Participate in internal projects focused on fund investors, onboarding's, efficiency (systems), etc.