Client Service Analyst, EMEA Clients Team

Business Unit:

Global Distribution Operations

Reporting To:

Director, EMEA Clients Team

Shift:

EMEA (1:30 pm - 10:30 pm 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 " 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.

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Job Description:

Role Summary
The purpose of this position is to work with the Client Service Team (part of the wider EMEA Client Team) providing an outstanding service to our clients and supporting our relationship management team to help us grow and retain assets.

The team supports clients through their whole life cycle with Russell Investments. This ranges from helping to win and onboard new business to providing first class support to clients and intermediaries via the EMEA offices to retain their business.

The position supports our Fiduciary Management and OCIO clients as well as well as our Asset Management clients (institutional and retail) in the EMEA region.

Years Of Experience

• Minimum Experience in a similar role in the Financial Industry – 1-2 years.

Qualifications

• Candidates who are studying or intending to study for IMC or CFA (or other finance related professional qualifications) will be preferred.
• Relevant BSC/BA or equivalent experience is desirable.
• Working knowledge of the asset management industry and investment products.
• Some previous experience in a similar role in the Financial Service Industry is preferred.

Responsibilities

• Support the team with onboarding projects for the EMEA region.
• Assist in compiling the information for Anti-Money Laundering checks as required.
• Assist the team in responding to both internal and external queries received via the group inbox in a timely and efficient manner.
• Support the creation and delivery of periodic reports, liaising with internal teams for follow up and approval as necessary.
• Diarise and respond to audit requests for existing clients, ensuring accuracy and timeliness.
• Support the team with periodic checks including rebates and invoices, consulting with internal teams to resolve any queries as required.
• Contribute to the development and improvement of processes that support client requirements across EMEA GTM.
• Participate in projects that support new business initiatives, regulatory and product changes.

Candidate Requirements

• Proficient in Microsoft suite (Excel, Word, PowerPoint)
• Excellent administrative, problem solving, project managing and decision-making skills.
• Shows a genuine interest in, and commitment to, gaining relevant knowledge, skills and experience in commercial markets.

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.