Client Service Associate

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 88-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai.

Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.

For more information, please visit https: / / www.russellinvestments.com .

The Client Service Associate (CSA) s primary responsibilities will be to support various functions within the North America Advisor and Intermediary Solutions business to help achieve the unit s ambitious sales goals. For example, supporting the achievement of growth goals in separately managed accounts; gaining efficiencies in representing data on our mutual funds, model strategies and separately managed accounts on third party data platforms; and supporting our practice management initiatives designed to help advisors grow their businesses. Through these activities, the CSA assists the sales teams in providing a high-quality service experience to financial advisor clients and end investors.

The successful candidate will have a demonstrated track record of effective collaboration, a team-first mindset, a strong work ethic, the organizational skills and flexibility to balance and prioritize multiple tasks and initiatives concurrently, and a desire to grow their skills and knowledge.

Years of Experience

Qualifications

Responsibilities

Candidate Requirements