Client Services Writer

Job Description

Document Preparation Tasks

Support in preparing RFIs (monthly, quarterly, annually, etc.) for existing clients

Primarily support data creation for RFPs (annually, etc.) for both existing and prospective clients

Assist in preparing consultant reports (monthly, quarterly, etc.)

*For the above three duties, you may communicate via email (in English) with SMEs (Subject Matter Experts) located in global offices. For simple English documents, you may also request translation support.

Assist in reviewing GIPS reports

Use internal tools to collect, process, and organize performance and portfolio data

Support downloading documents from internal systems and uploading translations to the internal database

Other Tasks

Collect, process, and organize company information, asset balance data, employee data, etc.

Respond to other requests and provide project support (may include changes to existing templates).

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Required Skills

Considering the nature of the work and company environment, the ideal candidate will have the following skills and experience:

At least 2 years of experience working at an asset management firm, trust bank, etc., handling RFIs, RFPs, investment reports, or marketing tasks, and possess a basic knowledge of investment products.

High proficiency in Excel (intermediate to PIVOT, various functions such as vlook, sum, sumif, etc.) and ability to handle large volumes of data accurately and efficiently.

English reading skills (目安: TOEIC score of 700 or above), ability to conduct email correspondence in English, and, for simple English documents, the ability to request translation support. Conversational English ability preferred, as there are English-speaking team members.

Ability to manage time and multitask independently, with flexibility to handle varying workloads, particularly during the busy season (especially April–June).

Teamwork, communication skills, and a proactive work attitude

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 (physical or mental), 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 .

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.