Client Service Specialist
About this role
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage over $195 billion on behalf of leading institutions worldwide—including pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.
What sets Acadian apart is our people. We foster a collaborative, intellectually curious environment where ideas are tested, diverse perspectives are welcomed, and innovation thrives. We’re united by a shared purpose: delivering effective client outcomes and supporting one another in work that’s both challenging and rewarding. We offer a flexible hybrid work environment, strong benefits, and a casual but focused office culture—all designed to support the meaningful, collaborative work that defines Acadian.
Position Overview:
We are seeking a Client Service Specialist to join our North America Client Service team. Client Service Specialists support Relationship Managers by helping to plan client calls and meetings, gather and review meeting materials, communicate with clients, write meeting notes, execute follow-up, uncover potential cross-sell opportunities, and ensure a best-in-class client experience. The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term path into institutional client service, sales or consultant relations.
Acadian supports a hybrid work environment, employees are on-site in the Boston office 3 days a week.
What You’ll Do:
- Support the efforts of Relationship Managers to properly and proactively service clients
- Track and maintain client information and facilitate account openings, transitions, restructurings and closings
- Communicate effectively with internal (e.g. Compliance, Operations, Performance, Portfolio Construction) and external parties (clients, custodians)
- Schedule, track and prepare materials for client meetings
- Understand individual client needs/concerns and tailor responses to client requests accordingly
- Attend onsite meetings and conference calls, write and distribute meeting notes internally
- Develop a strong understanding of needs across client types
- Acquire a deep understanding of Acadian Asset Management, its resources, and how other functional groups are integrated into its business processes
We’re Looking for Teammates With:
- Bachelor’s degree or equivalent with strong academic credentials
- 1-3 years of relevant client service experience within investment management, financial services
- Ability to meet deadlines while juggling multiple projects in a fast-paced environment
- Excellent interpersonal and organizational skills
- Highly effective communication skills, both written and verbal
- Superior attention to detail and the ability to independently see deliverables through to completion
- Strong business judgment
- Team player mentality
The base salary range for this role is $70,000 – $80,000 per year. Actual compensation will be determined based on a candidate’s skills, qualifications, and relevant experience. In addition to base pay, this position may be eligible for discretionary incentive compensation and includes participation in Acadian’s comprehensive benefits program, which includes health, retirement, and wellness offerings.
To apply for this position or view Acadian’s open roles, please visit the Careers section of our website at: http://www.acadian-asset.com/careers/Job-opportunities. We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at recruiting@acadian-asset.com.
Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, pregnancy or parenthood, veteran status, citizenship status, disability, gender identity, or sexual orientation.
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