Client Service Associate

Boston Trust Walden Company Overview

Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets.

Boston Trust Walden distinguishes itself in several keyways, including:

stable, diversified business model serving a variety of client types.

compelling investment philosophy and excellent track record.

longstanding leadership in ESG impact investing; and

corporate culture grounded in shared values, as signified by the company's tagline, Principled Investing.

Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden's structure as an independent, employee-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm's structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.

One of Boston Trust Walden's strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When DEI values are infused into the workplace environment, the company and its employee's benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives.

Boston Trust Walden Company is an Equal Opportunity Employer. Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status.

The firm will make reasonable accommodations in the application process if requested by new job applicants.

Position: Client Service Associate

Job Summary

The focus of the Client Service Associate is to provide administrative support to Boston Trust Walden's Wealth & Investment Management team and the firm's clients. In this role, you will be a member of the client service team and interface with client service managers, account administrators, portfolio managers, as well as executives in marketing, business development, operations, and risk management. Key responsibilities include but are not limited to:

Key Responsibilities

Support Client Service Managers, Account Administrators and the Fiduciary Services Manager in providing responsive, diligent, and excellent client service

Assist with the processing of client requests for distributions, asset transfers, opening and closing of accounts, charitable gifts, and system administration

Work with other departments, e.g., Operations, Tax, Compliance, and Trading, to help resolve client issues

Coordinate the preparation of trust and investment committee meeting materials and the resulting meeting minutes

Maintain electronic files and process any incoming or outgoing documents (e.g., checks, trust instruments, insurance policies, tax documents)

Analyze current processes and procedures, providing suggestions and using technical skills to add efficiencies and improve the client experience

Assist with the monitoring of client cash flow needs

Coordinate on-site client meetings including the ordering of meals and reserving meeting rooms

Ad hoc projects in support of the firm's strategic objectives

Qualifications

Length/Tenure: Minimum of 1 year of professional experience in the financial services industry

Experience working both independently and as part of a team

Familiarity with the investment management industry and financial products

Microsoft Office skills, especially Excel

BS/BA or equivalent proven experience

Desired Skills:

Superior attention to detail

Strong organizational skills

Excellent verbal and written communication skills

Strong client service orientation

Aptitude to pick up new technologies and procedures

Ability to simultaneously manage multiple tasks and meet deadlines

Experience with Salesforce

This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in-office and remote work. This position requires on-site attendance of at least three days per week.