Institutional Client Service Associate - Insurance

Summary

The Institutional Client Service Associate (CSA) – Insurance Solutions is a client service role supporting the North America institutional insurance business. The CSA partners closely with the Insurance Client Service Advisor, Insurance Client Advisors, the broader Client Service team, and portfolio management and resources across the firm (operations, legal and compliance, RFP, reporting and analytics, onboarding, and mutual fund services). Reporting to the Manager of Client Service NA, the CSA helps execute day-to-day client servicing, internal coordination, and team projects.

Success requires strong organization, attention to detail, responsiveness, and the ability to work both independently and as part of a collaborative team.

• Partner with the Insurance Client Service Advisor on day-to-day client servicing support

  • Review and distribute recurring client reports and materials

  • Coordinate and support meeting scheduling, preparation, agendas, materials (ensuring data consistency across deliverables), and follow-ups; maintain action logs.

  • Enter client-directed cash flows

  • Maintain accurate CRM records (e.g., Salesforce), activities and client contact data.

  • Manage the completion and delivery of due diligence and audit requests, track deadlines and submissions

  • Coordinate timely responses to client inquiries and requests

• Relationship management assistance and cross‑functional coordination

  • Help schedule and track client touchpoints and deliverables; document insights (e.g., portfolio changes, consultant updates, competitive intel) and share with coverage teams

  • Attend client calls/meetings as appropriate; draft notes and manage follow‑ups

  • Partner with reporting/analytics teams to ensure quality and consistency of client materials

  • Coordinate with portfolio managers and product specialists on client‑ready content

  • Collaborate with Legal/Compliance, Reporting, Operations, and other functions to align with client requirements established in the Investment Management Agreements

• Onboarding

  • Assist with new account onboarding alongside the dedicated onboarding team, including asset transfers (tax lot, etc.), legal review, accounting standard and methodologies, impairment methodology

  • Together with Legal and the Portfolio Management team, negotiate Investment Management Agreements and portfolio guidelines.

  • Support IMA obligation tracking and service‑level requirements under guidance from senior team members and Legal

• Portfolio and performance awareness:
  Maintain working knowledge of assigned client portfolios to support accurate communications, recognizing the bespoke nature of insurance mandates

• Risk and retention support:
  Flag potential mandate risk indicators (e.g., organizational changes, consultant shifts) to the Insurance Client Advisor/Insurance Client Service Advisor; assist with next‑step coordination

• Process improvement:
  Participate in team projects to enhance procedures, templates, and best practices

• 3–5 years of institutional client service experience in asset management or financial services; insurance client exposure and familiarity with insurance‑specific complexities preferred

• Bachelor’s degree in Business or Finance preferred

• Foundational understanding in:

  • Insurance clients and their portfolio needs (e.g., accounting/ALM considerations)

  • Investment concepts, financial markets, and basic accounting principles

  • Insurance regulatory and reporting considerations

• Strong organization, follow‑through, and prioritization skills; comfortable managing multiple work streams in a deadline‑driven environment

• Clear, concise verbal and written communication; comfort interacting with internal stakeholders and client contacts

• Collaborative, proactive, detail‑oriented, and service‑focused; highly motivated team player

• Ability to partner across the firm (investment teams, operations, legal, risk, reporting, marketing) and build deep, trusting internal and external relationships (client facing role)

• Technical skills:
  Proficient in Microsoft Excel, PowerPoint, Word, and Adobe;
  Salesforce (or similar CRM) experience a plus

• Licenses:
  Series 7, 66, and 31 or willingness to obtain within a few months of hire