Associate, Client Service Operations
Bridgewater Associates
About the Role
As an Associate in Client Service Operations, you will ensure clients receive exceptional service and that your team achieves its strategic goals. You will act as the 'air traffic controller' for your team, managing administrative, operational, and project management activities for approximately 30 clients.
Key Responsibilities
- Partner with your team's Client Advisor to understand client goals and translate the business plan into an organized operational cadence, including administrative and calendar support.
- Provide high quality and professional client service, acting as the first point of contact for all incoming client inquiries via email or phone.
- Distill information and synthesize key points for the team and other relevant, internal stakeholders.
- Coordinate tasks, activities, and collaboration sessions to meet client needs from visualization to scheduling.
- Drive execution, provide direction, and project manage initiatives across multiple stakeholders.
- Facilitate synchronization and communication across the team by tracking and reporting on the status of key activities and keeping knowledge repositories up to date (i.e., CRM).
- Ensure team and key stakeholders are prepared for all client interactions (i.e., presentations, prep notes, technology).
- Coordinate logistics for clients and the team, including travel strategy, events, and presentation materials.
- Anticipate and resolve problems efficiently and independently.
- Work with other teams on projects to improve departmental operations.
Requirements & Tech Stack
- A team player who can learn quickly and proactively seek to improve efficiency and quality.
- A 'big picture' thinker who can focus on the goal at hand, not only tasks.
- Ability to distill information, prioritize well, and summarize key points for senior leaders.
- Enjoy solving problems using logic and common sense to develop practical solutions.
- Ability to orchestrate and prioritize multiple activities at once while maintaining high-quality work.
- Hold a high standard for excellent client/customer service and desire to help others.
- Willing and able to anticipate the needs and concerns of others.
- Preference for interpersonal interactions and unafraid to engage with others.
- Value the pursuit of truth and excellence.
- Demonstrate innate curiosity and a tendency to thrive on learning new things.
- Dedicated to self-improvement and improvement of others.
- Effective written and oral communication skills with strong attention to detail.
- A high degree of proficiency in Outlook, PowerPoint, Word, and Excel; general comfort with learning and using new software tools.
Qualifications
- Bachelor's degree with strong academic record preferred.
- Experience in financial services or a professional business environment is a plus, though not required.
Physical Requirements
- Hybrid schedule with an onsite requirement of four days per week at our Westport CT campus.
Wage Range
- $135,000-$200,000 (inclusive of base salary and discretionary target bonus).
- Expected base salary: 80% - 90% of the wage range.