As a Client Service Associate (CSA) at Western Asset, you will contribute to our mission of not only delivering the best investment performance, but also the best service to our clients while maintaining the highest standards of ethics. The position works closely with business development and client relationship management staff, Client Service Executives (CSEs), to market to and service clients based in Asia (Ex-Japan). This includes answering general client inquiries, prepare client presentations, coordinate account opening, closing and maintenance processes, prepare Requests-for-Proposals, research information on prospective clients, support general business development efforts etc. You’ll learn our business from the ground up by working closely with every department at the organization including Marketing, Product Management, Investment Management, Legal and Operations. You will play a key role in client relationships and departmental initiatives.
What you will do
· Act as a central point of contact for a specified book of clients and communicate client inquiries to appropriate investment management, compliance, audit, legal and operations teams.
· Coordinate account opening, maintenance and closing processes, which may involve working with both internal departments and external parties (i.e., client, custodian, brokers, lawyers, etc).
· Prepare and/or review meeting presentation books. This may involve working with CSEs and Portfolio Managers to download and analyze data before putting them into graphical presentations for client meetings. This will require someone who is familiar with fixed income concepts and a working knowledge of Bloomberg, Excel and Powerpoint.
· Prepare briefing memos (“background packages”) for client and business development meetings.
· Attend select client meetings.
· Prepare and/or review requests-for-proposal submissions.
· Review all standard and/or customized client reports and ensure they are sent according to the daily, weekly, monthly and quarterly reporting deadlines.
· Maintain client contacts, sales opportunities and relationship notes in the client relationship database.
Work on ad-hoc client projects.
