Client Services Associate

Overview

Glass Lewis is a trusted ally to more than 1,300 investors globally who use our corporate governance research, custom policy recommendations, engagement services and tools, and industry-leading proxy vote management solution to help drive value across their governance activities. We also work with over 3,000 corporate issuer clients, providing research reports, thought leadership, customized voting policies, equity plan models, and opportunities for direct engagement on material governance and disclosure practices.

Glass Lewis’ industry-leading research and analysis covers more than 30,000 meetings each year across approximately 100 global markets. Our clients include many of the world’s leading pension funds, mutual funds, and asset managers, collectively managing over $40 trillion in assets. We have teams located across the United States, Europe, and Asia-Pacific regions, giving us global reach with a local perspective on the most important governance issues.

Founded in 2003, Glass Lewis is headquartered in San Francisco, California with additional offices in Kansas City, Missouri;
London, U.K.;
Paris, France;
Limerick, Ireland;
Karlsruhe, Germany;
Stockholm, Sweden;
Manila, Philippines;
Toronto, Canada;
Sydney, Australia;
Timișoara, Romania; and Tokyo, Japan. Our team includes more than 400 full-time employees globally, over half of which are dedicated to research. For more information, please visit

We are currently seeking to hire a Client Services Associate. The ideal candidate is detail-oriented and has excellent organizational skills. This is a full-time, hybrid position that requires some regular office attendance. The role is based in our Kansas City office.

• Manage all aspects of client facing and non-client facing day to day processes for each client as directed including: client document customization; organization and management; customer account setup; policy and account maintenance along with custom reporting
• Audit and maintain client accounts on an ongoing basis, including: adding, modifying and closing accounts as instructed by the client, altering vote execution options, etc.
• Monitor ballot and holdings exceptions reports for account related errors and resolve per standard operating procedures
• Work with Operations Department staff to complete regular detailed reconciliation services and complete rejection resolution within agreed timelines
• Schedule and audit regular client reports, accounts, holdings & ballots. Escalate issues identified on a timely basis so that appropriate action can be taken to ensure internal and external stakeholders are aware of any issues which may impact client deliveries
• Develop strong client relationships through strategic and tactical client support
• Other duties as assigned

• Experience using MS Office suite, with a strong emphasis on Excel along with internet research tools
• Keen attention to detail
• Ability to quickly comprehend complex subjects
• Ability to multi-task, prioritize, work on own initiative and set personal deadlines
• Must work effectively under pressure to meet tight stakeholder deadlines as part of a dynamic team
• Resourceful and can-do attitude
• Analytical skills are required to research and resolve enquiries
• Excellent verbal & written communication skills a must
• Ability to build and maintain relationships with internal & external stakeholders

Glass Lewis is an equal opportunity employer in compliance with applicable state and federal laws. Accordingly, we take affirmative action to ensure that all employment and recruiting activities are conducted on a non-discriminatory basis without regard to race, color, religious creed, age, marital status, national origin, ancestry, sex, gender identity or expression, intellectual, mental, or physical disability, veteran status, or other characteristics protected by law.

• Starting salary $50,000 - $55,000
• Medical, dental, and vision insurance offered
• Company seeded health savings account
• 3 weeks accrued paid time off per year
• Paid maternity leave
• Company paid life insurance and disability
• 401k with company match
• Banking holidays observed
• Hybrid work schedule