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Client Service Officer

Deutsche Bank

Deutsche Bank

Customer Service
Multiple locations
Posted on Saturday, May 25, 2024

Job Description:

Employer: DWS Group

Title: Relationship Manager

Location: Boston

Job Code: #LI-LV2 #L1-02

About DWS:

DWS Group (DWS) is one of the world's leading asset managers with EUR 859bn of assets under management (as of 30 June 2021). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.

We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our investment approach strategically.

DWS wants to innovate and shape the future of investing: with approximately 3,500 employees in offices all over the world, we are local while being one global team. We are investors – entrusted to build the best foundation for our clients’ future.

About the Insurance team (group within DWS)

DWS is a leader within insurance asset management, with a strong 40+ year heritage of serving insurance companies across the globe. DWS is the world’s third largest third party asset manager by AuM, servicing over 170 insurance companies globally.

What we’ll offer you:

A healthy, engaged, and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center. You can expect:

  • Competitive Salary and Matched 401K Savings Plan

  • Generous Paid Time Away plus Bank Holidays

  • Health and Life Insurance Plans for you and your family

  • Work/Life Balance Programs including Adoption/Surrogacy/Infertility Assistance, Backup Care through Bright Horizons, Phase Back to Work and Support for New Mothers

  • A range of flexible benefits including Retail Discounts, Commuter Discounts and Gym benefits

  • The opportunity to support wide-ranging volunteer programs, + 1 day volunteering leave per year, matched personal donations to non-profit organizations dollar-for-dollar, up to $5,000

Your Key Responsibilities:

The primary responsibility of the role is to partner alongside the senior Relationship Manager (RM) in servicing all facets of our institutional clients’ needs. This requires developing an understanding of DWS’ investment products and strategies, independently working with clients, consultants, prospects and internal teams across the organization, managing projects within tight deadlines, and having confident presentation skills.

The Relationship Manager (RM) working in conjunction with the senior RM, will be responsible for managing the client experience in a role that requires a self-starter who proactively seeks out additional responsibility and will be expected to:

  • Provide comprehensive support for the senior RM’s needs and the integration of the depth of the DWS organization to strengthen investment relationships

  • Work with Portfolio Management, product specialists and analysts

  • Coordinate with the Solutions Group, utilizing their expertise to assist clients with overall investment program needs

  • Produce materials for client distribution, investment strategy updates, market information, economic outlooks, operational matters, and investment portfolio updates. These communications typically occur formally at quarterly client meetings and are supplemented by ad-hoc emails, phone calls, and other types of correspondence and reporting

  • Prepare and deliver scheduled and ad hoc client reports. Participation in conference calls and presenting to clients and prospects (both in-person and virtually) is an expected function of the role as the RM becomes more proficient and experienced.

  • Work with Compliance – ensuring all materials prepared comply with internal requirements – as well as other groups within the organization, including interaction with Investment Operations, Billing and Legal

  • May require extended hours & weekends during peak reporting periods

Your Skills & Experience:

  • BA/BS degree, or equivalent, preferably in business

  • Minimum 1-3 years of relevant experience

  • Series 7/63 licenses a plus, and required within 1st year of role

  • Progression towards CFA Charter and/or advanced degree a plus

  • Strong writing skills and hands-on personal computer skills including Microsoft Word, Excel, PowerPoint, Bloomberg, Aladdin, Seismic; programming and writing macros a strong plus

  • Strong communication and interpersonal skills, as well ability to confidently present to clients and prospects

  • Self-motivated and enthusiastic team player, able to work with others in a fast-paced, dynamic environment

  • Attention to detail, responsiveness to clients, deadline-focused, ability to manage the efficient and effective use of internal resources

  • Ability to execute tactically on a day-to-day basis

  • Familiarity with investment fundamentals and advanced concepts, specifically fixed income investments

  • Familiarity with and understanding of alternative asset classes, as well as DWS products and their application within an institutional company portfolio

  • General understanding of asset allocation, tax, and regulatory matters relative to institutional clients

  • Insurance industry, capital markets, and/or institutional client servicing experience desired

How we’ll support you:

  • Training and development to help you excel in your career

  • Flexible working to assist you balance your personal priorities

  • Coaching and support from experts in your team

DWS is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital/civil partnership status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, colour, sexual orientation or disability.

Please let us know if you require any adjustments to enable you to apply or attend an interview. If you would like to discuss your requirements, or have any concerns about the application process, please contact your recruiter.

It is DWS’s expectation that employees hired into this role will work in the Chicago or New York City office in accordance with the firm’s hybrid working model. At this time, all individuals present in the New York location must be fully vaccinated for Covid-19. DWS provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.