Client Service Associate

Business Unit:

Global Distribution Operations

Reporting To:

Manager, Client Service

Shift:

US (6:30 pm - 3:30 am IST) (India)

About Russell Investments, Mumbai: 

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 89-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 is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.

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.

Job Description:

About Russell Investments, Mumbai

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 87-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 is the world’s sixth-largest in3) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including Londovestment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 202n, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.

Joining the new 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 one of the first to join this new team based out of Goregaon (East) in Mumbai and be a part of creating the foundation and culture for the firm’s growing operations in India.  The Mumbai office operates 5-days a week from Monday to Friday with varying shifts to accommodate time zones around the world.

For more information, please visit www.russellinvestments.com.

Role Summary

The Client Service Associate (CSA) plays a critical role in delivering high-quality daily operational and client service support, with a strong emphasis on precision, accuracy, and attention to detail. This role supports client-facing associates including Client CIOs, Account Executives, and Client Investment Analysts by ensuring client deliverables, reporting, and service requests are executed flawlessly and on time, helping to strengthen client relationships and retention.

A core responsibility of the CSA is to continually evaluate processes and workflows, identifying opportunities to enhance efficiency, service quality, and consistency while minimizing risk and error.

This position supports the Go-to-Market (GTM) teams and provides analytical, client administration, and client servicing support to senior team members. The CSA works collaboratively across GTM, finance, marketing, product, investment, data teams, external vendors, and other enterprise partners to gain a comprehensive understanding of business processes and effectively support client and business needs.

  

Years of Experience

3-5 years of experience of client service work in the asset management or financial services industry preferred.

Qualifications

Bachelor’s degree (or equivalent).

Responsibilities

• Provide detailed, accurate daily support for client service and client administration to senior members of the team (Client CIO’s, Account Executives and Client Investment Analysts). 
• Support client-facing associates with materials, data, reporting, and follow-ups critical to client satisfaction and retention.
• Execute tasks requiring a high level of accuracy, quality control, and adherence to established processes.
• Updating and coordinating client materials such as investment reviews, presentations, customized client reporting, and client communications using PowerPoint, Word, Excel and other pertinent software.
• Provide support to department for client related activities, to include serving as subject matter expert for file management system (P8) and Salesforce.
• Management/Executive Coordination - Assist in ongoing/ad-hoc department projects, including quarterly client tracking, large client mailings and maintenance of department Business Continuity Plan.
• Client Support - Provide proactive support on daily tasks that allows relationship team to conduct business in an efficient, professional, and organized manner. This includes coordinating/communicating client information to internal stakeholders and assisting in management of client reporting deliverables.

Candidate Requirements

• Exceptional attention to detail and commitment to accuracy including an awareness of downstream effects of actions.
• Advanced Excel, PowerPoint and Adobe PDF. 
• Strong organizational skills with the ability to manage multiple projects with tight deadlines.
• Solves and analyzes problems effectively, with a process for decision-making.
• Excellent oral and written communication skills and ability to effectively communicate with internal and external contacts.
• Experience in the financial services industry.
• Ability to coordinate department projects.
• Proactive approach to problem-solving and continuous improvement.

Core Values

• Strong interpersonal, oral, and written communication and collaboration skills with all levels of management.
• Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines.
• Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
• Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.
• Exemplifies our customer-focused, action-oriented, results-driven culture.
• Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
• Ability to act with discretion and maintain complete confidentiality.
• Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.

Visit us: https://russellinvestments.com/us/careers