Wellington

Investor Services Analyst

Boston, MA, United States

Sponsorship not specified$80k-$150kDetected 30 days ago

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About the role

The Relationship team within the Fund s Group c ontributes to Wellington Management's mission by delivering first-class client service to clients who invest in Wellington's sponsored fund s.
This role will focus on clients invested within Wellington's US registered interval and tender offer f unds and the successful candidate will be the key point of contact for financial advisor clients.
Speci fic responsibilities include but not limited to:

Provide support to fund investors for client portal access, password resets etc.
Support fund documentation changes
In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Ability to cope under pressure within a high volume environment
S ound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients
A college degree is required

USD 80,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach.

Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other

This listing is sourced directly from Wellington's careers page and normalized into a canonical job model.