Client Operations Coordinator, Wealth Management Solutions Expert

Bridgewater Associates is a leading asset management firm, renowned for delivering unparalleled insight and partnership to the world's most sophisticated institutional investors.

Our investment process is driven by a relentless pursuit of understanding how global markets and economies function, leveraging cutting-edge technology to validate and execute timeless and universal investment principles.

Founded in 1975, we are a community of independent thinkers united by a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.

Explore more information about Bridgewater on our website here.

Bridgewater's unique success is the direct result of our distinctive approach to being. We aim to create an idea meritocracy where meaningful work and relationships are pursued through radical truth and transparency. We encourage people to be extremely open, air disagreements, test each other's logic, and view discovering mistakes and weaknesses as a positive force that leads to improvement and innovation.

Within this culture, Diversity and Inclusion is a top priority, as it is essential to finding the best talent in the world, enabling our idea meritocracy, and creating an environment where all types of people can thrive. We have a dedicated team and affinity networks that work on these issues - If you would like to learn more, please let your Bridgewater recruiter know.

Explore more information about Bridgewater's culture on our website here.

The goal of Client Service is to build and grow meaningful relationships with the world's largest, most sophisticated investors and help clients achieve their goals through high-quality return streams and tailored insights.

To this end, we deeply understand the global pools of capital, develop strategies to effectively develop relationships, and partner with clients on their most difficult investment and portfolio construction problems.

We help our clients broaden their understanding of our investment process, strategies, and performance as well as deepen their understanding of financial markets more generally.

As a Client Operations Coordinator, you will play a critical role in helping the Wealth Management Solutions team achieve its mission by ensuring clients and prospective clients receive exceptional service and that your team is achieving its strategic goals.

You will be the 'air traffic controller' of your team, responsible for a variety of administrative, operational, and project management activities. You will help set goals, brainstorm execution, project manage multiple initiatives, coordinate directly with clients and internal stakeholders, be the first point of contact for client requests, and plan meetings, trips, and events.

Without the Associate, the team doesn't run. Associates must be highly organized, detail-oriented, calm under pressure, and great at time management. They must communicate professionally, enjoy problem-solving, and thrive in a dynamic, relationship-driven environment.

You will drive the following responsibilities:

• Partner with your team's senior relationship managers (Client Advisors, Marketers, and Directors) to understand client and prospect goals and translate the business plan into an organized operational cadence for the team, including providing administrative and calendar support
• Provide high-quality and professional client service, acting as the first point of contact for all incoming client and prospect inquiries via email or phone
• Distill information and synthesize the key points to the team and other relevant, internal stakeholders
• Coordinate tasks, activities, and collaboration sessions to meet client needs from visualization to scheduling
• Drive execution, provide direction, and project manage initiatives across multiple stakeholders
• Facilitate synchronization and communication across the team, by tracking and reporting on the status of key activities and keeping knowledge repositories up to date (i.e. CRM)
• Ensure team and key stakeholders are prepared for all client and prospect interactions (i.e. presentations, prep notes, technology)
• Coordinate logistics for clients and team, including travel strategy, events, and presentation materials
• Anticipate and resolve problems efficiently and independently
• Work with other teams on projects to improve departmental operations

You will be a great fit for the role if you:

• Are a team player who can learn quickly and who can proactively seek to improve efficiency and quality
• Are a 'big picture' thinker who is able to focus on the goal at hand, not only tasks
• Distill information, prioritize well, and summarize key points for senior leaders
• Enjoy solving problems using logic and common sense to develop practical solutions
• Have the ability to orchestrate and prioritize multiple activities at once while maintaining high-quality work
• Hold a high standard for excellent client/customer service and desire to help others
• Are willing and able to anticipate the needs and concerns of others
• Have a preference for interpersonal interactions and are unafraid to engage with others
• Value the pursuit of truth and excellence
• Demonstrate innate curiosity and a tendency to thrive on learning new things
• Are dedicated to self-improvement and improvement of others

Minimum Qualifications:

• Effective written and oral communication skills with strong attention to detail
• A high degree of proficiency in Outlook, PowerPoint, Word, and Excel; general comfort with learning and using new software tools
• Bachelor's degree with strong academic record preferred
• Experience in financial services or a professional business environment is a plus, though not required

Physical Requirements:

• The anticipated onsite requirement for this role is four days per week at our Westport CT campus.

Wage Range:

• The wage range for this role is $120,000-$180,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range.

Why Choose Bridgewater?

It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.

In this role, you will grow with us by:

• Taking ownership of team operations processes and cadences
• Taking on mentorship and leadership responsibilities to grow talent as you gain experience
• Opportunities to grow your career across Bridgewater depending on your strengths, weaknesses, and experience

One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits including:

• Health insurance with 100% premium covered and access to additional concierge medical services
• 401(k) plan with generous employer match
• Paid time off, including fully paid parental leave and a competitive PTO package
• Workplace flexibility and access to back-up childcare
• Financial assistance for family building support, including adoption and egg freezing
• Workplace wellness, including on-site gyms, free meals, and healthy snacks, and meditation rooms
• An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups
• For a full list of Bridgewater benefits, click here.

Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.

This job description is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this job description, including, but not limited to, job responsibilities, qualifications, and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position.

Bridgewater Associates, LP is an Equal Opportunity Employer