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Client Service Associate at Russell Investments - ApplyBlast

Client Service Associate

Russell Investments

2 months ago

3.5 on Glassdoor

Milwaukee, Wisconsin, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Service Associate serves as the first point of contact for existing and potential clients, handling inbound calls and website inquiries related to Russell Investments' Advisor & Intermediary Solutions. The role involves generating client‑ready proposals and reports, supporting account opening and maintenance for Personalized Managed Accounts, and providing high‑quality service to sales teams and financial advisors.

Responsibilities

Provide first‑point client support via inbound calls
Coordinate opening, maintenance, and closing of PMA accounts
Create proposals and performance reports for sales teams

Skills

Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

About Russell Investments

russellinvestments.com

Headquarters

Seattle, Washington, United States

Company Size

1001-5000 employees

Founded

1936

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Russell Investments is a global investment solutions partner serving institutions, financial advisors, and individual investors across multiple countries. The firm specializes in research-led, multi-asset investment strategies aimed at helping clients build better portfolios. Russell Investments operates across the Americas, EMEA, and Asia Pacific regions, catering to a wide range of investor types including institutional investors, financial professionals, and individuals.