Client Service Assistant

Reports to: Institutional Administration Manager

Location: Richmond, VA (In-person)

Department: Client Service

At TSW, you will find a culture that supports you in doing what you do best. Our employees work together to achieve better outcomes, favoring the strongest ideas over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

The Client Service Assistant is an entry-level position for those who desire to build a career in the investment management industry. This role is designed for someone who is eager to learn, coachable, detail-oriented, and able to work independently or in a team setting. The candidate will primarily support the Institutional Client Service team with reporting and the preparation of client meeting books.

Responsibilities:

• Prepare client and consultant reports as directed by Investment Management Agreements (i.e. performance reports, transaction reports, etc.)
• Prepare high-quality client reports, client meeting book reviews, and other client related materials
• Send daily trade reports to custodians and  senior management at TSW
• Maintain account information on internal databases

Qualifications:

• Undergraduate Degree, preferably in business, economics, or finance
• Microsoft Office – Advanced Excel knowledge; PowerPoint
• Willingness to learn and ask questions
• Attention to detail and strong follow-up skills
• Ability to problem-solve and proactively spot issues  
• Ability to multi-task in a fast-paced environment
• Excellent interpersonal skills and a team-player mindset
• Competitive drive and a high degree of integrity and respect for yourself, peers and the firm

Compensation

• Competitive compensation and benefits package

Thompson, Siegel & Walmsley LLC “TSW” is a Delaware limited liability company and SEC registered investment adviser. The firm manages domestic and international equity, fixed income, and alternative strategies for institutional, high net worth and sub-advisory clients. TSW operates as an indirect wholly owned subsidiary of Perpetual Limited. The preceding Position Description has been designed to indicate the general nature and level of work performed by employees within this qualification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. TSW is an equal opportunity employer. No employee or applicant shall be discriminated against on the basis of race, religion, color, sex, age, national origin, sexual orientation, genetic information, veteran status, disability, or any other category protected by law.