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Senior Client Services Writer

2 months ago


Boston, Massachusetts, United States Wellington Management Full time

About the Position

Company Overview

Wellington Management Company, established in 1928, caters to institutional investors across more than 61 nations. Our goal is to surpass the investment targets and service expectations of our global clientele. We are dedicated to nurturing a diverse and inclusive workforce to enhance our investment and business decision-making processes.

Role Summary

We are seeking an experienced RFP Writer to become a part of our Client Reporting Services team. The primary responsibility will be to compose fixed income questionnaires that support institutional sales and client reporting functions.

Key Responsibilities

  • Draft, revise, and review fixed income questionnaires
  • Collaborate with subject matter experts
  • Develop proficiency in formulating responses
  • Work alongside Investment Products & Fund Strategies
  • Update product content in internal databases
  • Provide assistance during peak workload periods

Required Qualifications

  • 3-5 years of experience in RFP writing
  • Strong understanding of the fixed income asset class
  • Exceptional writing and communication abilities
  • Proficient in Microsoft Word and Excel
  • Capability to work autonomously and adhere to deadlines
  • Professional demeanor and a positive outlook

Compensation

The base salary for this role ranges from USD 65,000 to 100,000. Additional incentives include bonuses, benefits, and a flexible work environment designed to promote employee well-being.