The TCW Group

Client Services Operations Associate

The TCW Group$80K — $97K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree from an accredited college or university
  • Prior experience in financial services (internship experience considered)
  • Understanding of capital markets
  • Proficient with Microsoft Office applications
  • Strong analytical skills and attention to detail

Responsibilities

  • Prepare and deliver standard monthly and quarterly reporting to investors
  • Research and resolve exceptions related to standard client reports
  • Collaborate with internal teams on client reporting issues and enhancements
  • Manage secure client online portal
  • Work with IT on client reporting and portal development
  • Liaise with departments like Marketing, Operations, and Legal to support client inquiries
  • Create internal reports for distribution across the firm
  • Identify efficiencies and improve processes

Benefits

  • Eligible for TCW’s comprehensive benefits package
  • Scheduled flexibility for remote work one day a week depending on business needs
Full Job Description
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.

 

 

#LI-TG1

 

About The TCW Group

The TCW Group is an asset management firm that offers a range of investment products and services to institutional and individual investors. The company was founded in 1971 and is headquartered in Los Angeles, California. TCW manages a variety of investment strategies across asset classes such as fixed income, equities, and alternatives. The company has received recognition for its work, including being named a top fixed income manager by Pensions & Investments.
Learn more about The TCW Group
Size
1,000 employees
Industry
Founded
1971

Similar Jobs

More Jobs at The TCW Group

More Finance & Insurance Jobs

Find similar Client Services Operations Associate jobs: