Client Service and Marketing Associate

About Bridgewater 

Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. 

Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles. 

Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. 

Explore more information about Bridgewater on our website here.

Our Culture 

Bridgewater’s unique success is the direct result of our unique way of being. We want an idea meritocracy in which meaningful work and meaningful relationships are pursued through radical truth and radical transparency. We require people to be extremely open, air disagreements, test each other’s logic, and view discovering mistakes and weaknesses as a good thing that leads to improvement and innovation. It is by continually striving together for the highest levels of truth and excellence that we create meaningful work and meaningful relationships. Within this culture, Diversity and Inclusion is a top priority because it is essential to finding the best talent in the world, enabling our idea meritocracy, and creating an environment where all types of people can thrive. We have a full-time team as well as affinity networks that work on these issues - If you would like to learn more, please let your Bridgewater recruiter know.  

Explore more information about Bridgewater’s culture on our website here.

About the Client Service Department 

The goal of Client Service is to build and grow meaningful relationships with the world’s largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights.  To this end, we deeply understand the global pools of capital, develop strategies to effectively develop relationships, and partner with clients on their most difficult investment and portfolio construction problems.  We help our clients broaden their understanding of our investment process, strategies, and performance as well as deepen their understanding of financial markets more generally.   

About the Role 

The Client Service Associate (CSA) is a member of a client advisory team, along with a Client Advisor and a Client Service Coordinator. CSAs play a critical role in partnering with and supporting their team members in pursuit of the team’s collective goal – to become an indispensable resource to clients by offering unique perspectives on markets and investing.  Together, this team will have the overall responsibility for managing the client relationships in their book of business.  

The CSA has internal and external responsibilities. Internally, CSAs are responsible (with oversight from the Client Advisor) for managing a regional client book, fulfilling client requests, and executing business plans. Externally, they are responsible for providing high value leverage to the Client Advisor by handling questions and other communications with clients in a way that reinforces BW's brand and generates advocacy by developing relationships with second level client contacts (particularly when the Client Advisor is away from the office). S/He will have the opportunity to contribute to client strategy and planning at multiple levels. Additionally, this individual will join a team of CSAs that is responsible for process improvement initiatives, team projects, and cross team training. 

Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.

You will drive the following responsibilities:  

• Partner with Client Advisor and Client Service Coordinator to manage the internal operations and tempo of the team 
• Maintain current client knowledge and serve as a point-of-contact for client requests 
• Act as a liaison between departments and an overall conduit of information to deliver superior customer service 
• Where appropriate, represent Bridgewater and our investment strategies directly to our clients – particularly as CSA’s gain more experience and content depth 
• Work on team projects & assist in the development and improvement of internal procedures 
• Identify and solve problems efficiently and independently both proactively and reactively 

You will be a click for the role if you have the following critical competencies: 

• Client Book Management Skills: Successful CSA candidates must be able to manage a large, diverse portfolio of client projects and requests on an on-going basis. These streams of work range from simple requests that can be handled quickly to highly complex, multi-week engagements that involve multiple stakeholders both within Bridgewater and externally. Individuals must be able to manage this ever-changing portfolio of client engagements by being well organized and applying good common sense/practical thinking to manage each client interaction. 

• Investment Acumen: The Client Service Associate will be required to deeply understand Bridgewater's investment principles and concepts. While the individual will spend time in the role training to learn these concepts, successfully internalizing this investment content requires strong analytical thinking abilities and an ability to connect higher level investment concepts to practical client questions and challenges and on through to potential investment advice/solutions. As the individual progresses in their development at Bridgewater, s/he will increasingly be required to not only understand these concepts, but to effectively communicate them to clients in a manner that is compelling and trustworthy. 

Minimum Qualifications: 

• Minimum of 5 years professional or equivalent experience 
• Bachelor’s degree with a strong academic record 
• Effective written and oral communication skills with attention to detail 
• A high degree of proficiency in Outlook, PowerPoint, Word, and Excel; general comfort with learning and using new software tools 

Physical Requirements 

For most of our roles, Bridgewater offers remote work flexibility, with most employees required to work on campus as their principal work location, a minimum of two days (and in some cases three days) per week with the option to work offsite on other days. 

Wage Range 

The wage range for this role is $220,000- $425,000 inclusive of base salary and discretionary bonus. The expected base salary for this role is between 70-90% of this wage range.

Why Choose Bridgewater? 

It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.  

One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits including: 

• Health insurance with 100% premium covered and access to additional concierge medical services 
• 401(k) plan with generous employer match 
• Paid time off, including fully paid parental leave and a competitive PTO package 
• Workplace flexibility and access to back up childcare 
• Financial assistance for family building support, including adoption and egg freezing 
• Workplace wellness, including on-site gyms, free meals and healthy snacks, and meditation rooms 
• An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups 
• For a full list of Bridgewater benefits, click here. 

Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations 

This job description is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this job description, including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer