Legg Mason

  • Client Service Associate

    Job Locations US-NY-New York
    Req. #
    2018-2922
    Division
    ClearBridge Investments
    Position Type
    Regular
  • Position Overview

    ClearBridge Investments is seeking an Account Transition Associate to join its New York City based Retail Client Service Team.  This individual will coordinate the start-up of investment management accounts for retail separately managed account clients on dual contract platforms.  This individual will also provide ongoing client service to such accounts, as needed.  The ideal candidate is one that has strong communication and organizational skills and deep knowledge of the retail SMA industry.

    Key Responsibilities:


    • Support the start-up phase of the client relationship by working with ClearBridge and Legg Mason (our parent company) sales teams, financial advisors, consultants and custodians.

    • Collaborate with various business units, including compliance, legal, investment support and portfolio management to ensure compliance with the terms of the investment management agreement and client specific guidelines.

    • Act as liaison between financial advisors, custodians and service providers on account set up requirements and ongoing maintenance requests.

    • Support Portfolio Specialist and Legg Mason distribution teams when responding to account related inquiries.

    • Provide monthly/quarterly performance materials to financial advisors, as needed.

    • Work with Legg Mason Private Portfolio Group’s operations team on various ad-hoc projects.

    • Address inquiries from the billing team on an ad hoc basis.

    Qualifications:


    • Bachelor’s degree

    • Strong written and verbal communication skills

    • Detail oriented and demonstrated analytical skills for identifying issues, performing research, and recommending action

    • Ability to work effectively in a team environment

    • Proficient in Microsoft Office

    • 3 plus years of related experience

    • Working knowledge of Factset and Salesforce a plus

    • Resourceful, Energetic, Personable

    Company Overview

    ClearBridge Investments is a well-established global investment manager with a legacy dating back more than 50 years and $140 billion in assets under management. We are committed to long-term results through active management. ClearBridge, an affiliate of Legg Mason (NYSE:  LM), operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco and Wilmington.


    Led by the insight of proprietary, fundamental research and a team of Portfolio Managers with an average of 25 years of investment industry experience, our investment process provides clients with equity-focused strategies in a number of investment vehicles and personalized, value-added client service. Our strategies are oriented around three primary investment objectives: Low Volatility, High Active Share and Income Solutions.


    The Firm fosters a collaborative and collegial work environment and a culture that promotes career enhancement and development. For the past five years, ClearBridge has received an award in the Pension & Investments Best Places to Work in Money Management survey.


    ClearBridge is an equal opportunity employer.  

    Benefits

    ClearBridge Investments 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, and much more.

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