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Client Service Associate

4 months ago

Philadelphia, United States Brandywine Global Full time
Brandywine Global Investment Management is a multi-year winner of Pension & Investments Best Places to Work in Money Management. Our mission is to deliver superior outcomes for our clients by encouraging independent thinking and challenging one another in a culture of integrity and mutual respect. We believe in the power of value investing. Acting with conviction and discipline, we look beyond short-term, conventional thinking to rigorously pursue long-term value for our clients. Where others see risk, we see potential.

Since 1986, our global experience has provided clients with investment insights and a range of differentiated fixed income, equity, and alternative solutions. We thrive in a culture of debate that encourages ideas, respects diverse viewpoints, and invites candid discussion. By challenging one another and conventional thinking, we make better investment decisions and create value for our clients.

Brandywine Global, as a Specialist Investment Manager of Franklin Resources, Inc., offers the advantages of an investment boutique backed by the resources and infrastructure of one of the world's leading asset managers. With headquarters in Philadelphia and offices in London and Singapore, we are committed to bringing value to all our relationships. One of our core values is to build strong, diverse relationships. We recognize that each employee's unique experiences, perspectives, and viewpoints add value to our ability to create and deliver the best possible service to our clients and partners. For more information about our firm and products, please visit www.brandywineglobal.com or visit us on Twitter @BrandywineGIM.

Total Rewards:

Our employees have access to a competitive and valuable set of Total Rewards. Our Total Rewards include:
  • Hybrid work schedule
  • 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
  • The salary range for this position is targeted for $75,000 to $85,000, plus discretionary bonus. Base pay offered may vary depending on job related knowledge, skills, and experience

Job Summary:

The role of the Client Service Associate is to support our clients by working directly with our Relationship Management and Sales teams. Primary areas of support include client reporting, solving client queries, the creation of client meeting materials, performing ad hoc portfolio analysis, and representing the perspective of client interests in various corporate initiatives. This position will involve working with clients in the US as well as clients based in non-US markets.

Essential Job Functions:

Client Service Support:

Manage the day-to-day responsibilities of accounts owned - including all standard reporting. These responsibilities include:
  • Quarterly/Monthly Reporting: Preparing standard and ad hoc reports per client requests Verifying the accuracy of portfolio specific data Analyzing product performance and preparing attribution summaries Overseeing the production and distribution of materials and reports Customizing and assisting in editing/sending both monthly and quarterly commentaries letters to clients Ensuring timeliness in meeting client deadlines
  • Client Support: Client requests are wide in scope and vary in time to complete. They consist of custom attribution requests, explanation of portfolio positioning, and a broad range of analytical requests. These requests require working across departments within the organization, including the investment team.
  • Presentation Materials Production: Producing and maintaining presentations, graphs, and slides for use in meetings and conferences with clients.
  • Client Establishment/Maintenance: Maintaining accuracy of client and account information in our CRM system and ensuring proper communication of account information through various parties at Firm.
  • Onboarding: Facilitating new account establishment and contracting processes working in conjunction with ADM (responsible for new account setup).
  • Other Duties: Focus on consultant relationships pertaining to prospects and clients in your prescribed region or purview.

    Assist as backup for the broader Client Service Support team.

Business Development Support:
  • Assist in the preparation of RFPs and other questionnaires
  • Assist in the preparation of presentations & custom materials for consultants and prospect meetings including creating new materials by working with Sales, investment teams, and the Business Strategy team

Job Specifications:

This individual must be highly motivated and detailed-oriented with a collaborative mindset. They must also have the ability to work in a busy environment and committed to quality in all job-related activities. The position requires the following;
  • Be proactive in supporting team members and helping reach successful solutions
  • Professionalism and a strong sense of accountability
  • Must be flexible and operate efficiently in a team environment
  • Self-motivator with customer (internal/external) service focus
  • Strong organizational and time management skills
  • Excellent verbal and written communication
  • Strong analytical skills & critical thinking skills
  • Proficient in MS Excel, Word, and PowerPoint
  • Ability to meet deadlines and take direction
  • Fundamental understanding of equity and fixed income securities, investing and portfolio management required with a committed interest in gaining more knowledge during time in job

Other Duties:
  • Other duties as assigned by manager

Education & Experience:
  • Bachelor's Degree in related area required
  • At least two years prior related experience preferred
  • Familiarity with asset management industry preferred

This position requires an individual who possesses the personal attributes and the professional experience consistent with the Firm's high standards of conduct and performance. In performing the job, the individual must demonstrate behaviors consistent with the company core values including:

Act with Integrity
  • Demonstrates values and ethics aligned to BGIM and is looked to for guidance on standards and norms
  • Follows through on commitments
  • Viewed as direct and truthful
  • Shows consistency between words and actions
  • Keeps confidences

Take Ownership
  • Feels a sense of personal responsibility in seeing tasks to completion
  • Works and thinks like a team member - owns their responsibilities while also considering the enterprise impact
  • Takes personal accountability for decisions, actions and outcomes.
  • Takes an active role in managing their own career development

Be Curious. Challenge Conventional Thinking
  • Introduces new ways of looking at problems
  • Experiments and finds new solutions
  • Has the courage to push back and ask questions that advance the group's thinking

Debate with an Open Mind
  • Uses compelling arguments in representing own interests while actively seeking to understand different perspectives
  • Steps up to address difficult issues, says what needs to be said
  • Champions an idea or position despite dissent or political risk

Build Strong Diverse Relationships
  • Relates openly and comfortably with diverse groups of people. This includes diversity in the broadest sense - diversity of thought and functional expertise in addition to race, gender, ethnicity, sexual orientation.
  • Builds effective formal and informal relationships inside and outside the organization - including co-workers, clients, vendors and parent company, Franklin Templeton.
  • Draws upon multiple relationships to exchange ideas, resources and know-how
  • Embraces the spirit of collegiality, mutual respect and teamwork

Strive For Balance
  • Prioritizes business needs with an understanding personal realities
  • Understands and considers competing agendas and priorities within the firm when making decisions

Brandywine Global Investment Management, LLC is an Equal Opportunity Employer. Disclaimer:
The statements herein are intended to describe the general nature and level of work performed by employees, but are not a complete list of responsibilities, duties and skills required of employees so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Firm.