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Client Services Operations Associate

The TCW Group, Inc. -
Los Angeles, CA

Job Details

Full-time
$80,000 - $97,000 a year

Qualifications

Investment
Finance
Research
Bachelor's degree
Desktop applications
Financial services
Productivity software
Financial markets knowledge

Full Job Description

Position Summary

The Client Services Operations Associate is responsible for preparing standard and custom client and firm reporting, and managing operational activities related to the reporting system and client portal. This role requires a solid understanding of the asset management business, collaboration with a variety of departments, and excellent organizational skills

Essential Duties

Prepare and deliver standard monthly and quarterly reporting to all investors
Research and resolve all exceptions related to standard client reports
Collaborate with internal business partners at all levels on client reporting issues, enhancements and custom reporting
Populate and maintain secure client online portal
Collaborate with IT on client reporting and client portal development
Liaise with other departments (Client Services, Marketing, Operations, Performance Attribution, Legal) to support client requirements and assist in providing information related to client inquiries
Prepare a variety of internal reports for broad distribution across the firm
Identify ways of creating efficiencies/improving processes

Required Qualifications

Bachelor’s degree from an accredited college or university
Prior experience working in financial services (internship experience will be considered)
Working knowledge and understanding of capital markets
Proficient with Microsoft Office applications

Professional Skills Qualifications

A self-starter who takes initiative and can work independently
Strong analytical skills and excellent attention to detail
Excellent verbal and written communications skills
Well organized and able to prioritize multiple requests from a variety of sources
A team player and collaborates well with others

Estimated Compensation:

Base Salary: For CA and NY based position, the base salary range is $80k - $97k. This is an anticipated range only.

Other Compensation: Eligible to be considered for an annual discretionary bonus

Benefits: Eligible for TCW’s comprehensive benefits package.

This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.

TCW is an Affirmative Action-Equal Opportunity Employer. Please visit www.tcw.com for more information.

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Position Summary

Essential Duties

Required Qualifications

Professional Skills Qualifications

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