Legg Mason

  • Client Service Specialist (Bi-Lingual)

    Job Locations US-CT-Stamford
    Req. #
    US Sales
    Position Type
  • Position Overview

    Our US Distribution group is seeking a Client Service Specialist to join the Legg Mason Inbound Call Center in Stamford, CT to provide client service for Legg Mason’s comprehensive suite of investment solutions.

    Key Responsibilities:

    • Effectively and efficiently manage each client interaction from first contact to resolution;
    • Liaise with other departments within the organization as well as affiliates, custodian banks, transfer agents relating to client inquiries and problem resolution;
    • Review new accounts documentation in Spanish and English for accuracy and completeness;
    • Manage multiple inbound/outbound client support channels (i.e. phones, email, website, faxes, etc);
    • Assist clients in monitoring and handling request in their accounts via (phone, email, etc);
    • Provide client support on the trading software platform;
    • Investigate and respond to any client account inquiry including but not limited to; dividend reconciliation, Fed wire or SWIFT reference numbers, transactional errors, statement/confirm questions, tax reporting, etc.;
    • Maintain high quality service in supporting client telephone calls, faxes and electronic mail;
    • Adherence to all external (SEC, IRS, NASD etc) regulations and internal policies and procedures;
    • Adherence to fund trade cutoffs times;
    • Timely processing of fund related transactions including but not limited to; new accounts, purchase, redemption, or other transactions;
    • Provide fund or account related information as requested:
    • Perform quality control review over the transfer agent transaction entry;
    • Daily service metric reporting;
    • Initiate client money transfers via web tool;
    • Complete audit requests for institutional accounts;
    • Report large transactions to portfolio managers;
    • Research wire discrepancies and provide Fed Reference Number to institutional clients;
    • Produce various client documents as requested - i.e. duplicate confirm, duplicate statement, tax reporting, dividend reconciliation, etc.


    • Bachelor's Degree in accounting or finance required;
    • 1-3 years of client service and mutual fund related experience desired;
    • Ability and motivation to supervise and lead a team;
    • Enthusiastic team player and self-starter with ability to prioritize and work in a fast-paced environment;
    • Fluency in English and Spanish required;
    • Excellent communication and client service skills;
    • Great customer relationship management and servicing skills as well as internal corporate relationship management capabilities;
    • Excellent interpersonal skills;
    • Detail and results oriented;
    • Attention to detail, analytical and organizational skills;
    • Microsoft Word, Excel, and Outlook proficiency;
    • Series 7 & 63 licenses, or willingness to obtain licenses with 90 days.

    Company Overview

    Legg Mason is a leading global asset management firm that offers rewarding career opportunities for individuals who share our core values: integrity, collaboration, and accountability. We have a presence in every major financial center across the globe, and we look for exceptional professionals who want to shape a rewarding career through intellectual curiosity, leadership, and team-oriented approach. If you are passionate about the investment business and about building your future with one of the industry's premier firms, consider the opportunities at Legg Mason today.


    Legg Mason offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k), profit-sharing, paid time off, employee stock purchase plan, tuition reimbursement, parental leave, and much more.  Learn more about our benefits here


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