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- Tasks: Craft high-quality investment content and collaborate with teams to enhance client responses.
- Company: Join Wellington Management, a leader in global investment management with a collaborative culture.
- Benefits: Competitive salary, flexible work options, comprehensive benefits, and professional development opportunities.
- Why this job: Make an impact by shaping investment narratives and driving client engagement.
- Qualifications: 3+ years of writing experience in the investment industry and strong communication skills.
- Other info: Diverse and inclusive workplace with excellent career growth potential.
The predicted salary is between 60000 - 90000 £ per year.
Be among the first 25 applicants
About Wellington Management
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About The Role
The Questionnaires Team within Client Operations has an open position for a Client Services Writer focused on both firm-level and investment product responses in client questionnaires. The Team is responsible for the development of high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), and other ad hoc questionnaires/deliverables. These deliverables assist in the procurement of new business, meet the complex reporting requirements of current clients and accurately, clearly, and articulately describe the firm and its investment solutions. The submittal of well-written questionnaires is a critical step in the sales and client reporting processes.
Responsibilities
- Writing, coordinating, editing, and proofreading firm and product level content and questionnaires. This includes, but may not be limited to:
- developing an expertise in investment approaches and the many facets of firm-level content (e.g., trading, compliance, operational risk, etc.) to effectively craft and enhance responses
- developing and maintaining original content for product text, as well as proposing modifications to current product text
- Collaboration with investment teams, client facing teams, and other subject matter experts (SMEs)
- Understanding of evolving market trends and areas of client focus
- Content management including partnering with SMEs to leverage our Content Management and Response Software to ensure the most accurate and up to date information is being used when responding to clients
Qualifications
- 3+ years of relevant RFP/writing experience in the investment industry is required
- Excellent investment writing, quantitative, and communication skills with a strong attention to detail
- A positive, collegial attitude and a high level of professionalism are essential
- Independent self-starter and a team player able to work on multiple assignments against strict and competing deadlines
- Familiarity with Loopio will be viewed favorably
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com
Benefits
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is USD 80,000 – 180,000. This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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Senior Client Services Writer employer: Wellington Management
Contact Detail:
Wellington Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Writer
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment industry and let them know you're on the hunt for a Senior Client Services Writer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your investment knowledge. Familiarise yourself with current market trends and the specific investment approaches of Wellington Management. This will help you stand out as a knowledgeable candidate who’s genuinely interested in the role.
✨Tip Number 3
Practice your writing skills! Since this role involves crafting high-quality questionnaires, take some time to write sample responses to common RFPs or RFIs. This will not only sharpen your skills but also give you concrete examples to discuss during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Wellington Management.
We think you need these skills to ace Senior Client Services Writer
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the role of a Senior Client Services Writer. Use keywords from the job description to show that you understand what we're looking for.
Showcase Your Writing Skills: Since this role is all about writing, include samples of your best work. Whether it's RFPs, RFIs, or any other relevant documents, let us see your ability to communicate clearly and effectively.
Be Professional Yet Personable: While we appreciate professionalism, don’t be afraid to let your personality shine through. A positive attitude can go a long way in making your application stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Wellington Management
✨Know Your Investment Stuff
Make sure you brush up on your investment knowledge before the interview. Understand the different investment approaches and be ready to discuss how they relate to the firm-level content you'll be writing about. This will show that you're not just a writer, but someone who understands the industry.
✨Showcase Your Writing Skills
Prepare samples of your previous RFPs, RFIs, or DDQs to share during the interview. Highlight your ability to write clearly and concisely, as well as your attention to detail. This is your chance to demonstrate that you can produce high-quality content that meets complex reporting requirements.
✨Be Ready to Collaborate
Since the role involves working with various teams and subject matter experts, be prepared to discuss your collaborative experiences. Share examples of how you've successfully worked with others to gather information and create compelling content. This will show that you're a team player who can thrive in a collaborative environment.
✨Familiarise Yourself with Loopio
If you have experience with Loopio or similar content management software, make sure to mention it. If not, take some time to learn the basics before your interview. Being familiar with the tools they'll use can give you an edge and show your commitment to being effective in the role.