Client Administration Manager

Client Administration Manager

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $434.6 billion in assets under management (as of 30 June 2026) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

The Client Administration Manager is a self-motivated and solutions-oriented manager with a sense of ownership and accountability. The role requires strong problem solving and tracking skills, and the ability to self-report errors. The Client Administration Manager is a critical thinker who is confident working independently, asking questions and raising issues with teammates and internal firm partners. Additionally, the ideal candidate will possess highly effective writing and interpersonal skills with the ability to communicate appropriately in different situations with different audiences, at all levels within the firm. Lastly, the Client Administration Manager must display calm enthusiasm in the face of often repetitive tasks/situations.

The Client Administration Management team is an independent working group within Institutional Services developed to monitor and track processes that have been subject to errors. Members of the team strive to be unbiased and diligently consistent in the application of both documented procedures developed by the firm and specifically developed by the team to protect the firm while supporting client goals and expectations. The goal is to help handle and control risk to ensure the firm's best-in-class service shines through.

Job Responsibilities

• Key support for Relationship Managers to enable them to focus on their primary mission of delivering outstanding client service
• Serve as the administrative contact for large and/or sophisticated relationships to consistently increase the effectiveness and efficiency of the firm in meeting the needs of its clients
• Develop constructive relationships with each assigned client encouraging open communication and efficient response to all client administrative requirements
• Understand the assigned client requirements for assigned accounts and develop processes (if needed) to ensure these requirements are consistently met; provide feedback when they are not
• Responsible for monitoring other teams to ensure all contractually required services are delivered to the assigned clients in a timely manner
• Ongoing triage of client demands which includes setting priorities, delegating responsibilities and being responsible for their completion
• Attend client meetings/conference calls as needed
• Proactively develop ways to streamline existing client-related processes, seeking new technology solutions wherever possible

• Work closely with the internal teams to support timely responses to client informational requests as needed.
• Coordinate review of guideline amendments and other issues arising for existing mandates by Legal, Compliance and the portfolio management teams
• Run transition events for existing client accounts which can include mandate changes and asset transfers in kind out of the portfolio

• Build and manage relationships with key business partners across the organization to cultivate open, reliable communication to help resolve sophisticated issues without judgment
• Act as the primary client liaison with numerous internal departments, including Legal, Compliance, Client Intake, Portfolio Administration, Relationship Management and Technology, in order to facilitate smooth internal and external management of client deliverables
• Partner with Technology to improve both internal project tracking and external client reporting and on-line capabilities

Qualifications & Education Requirements

• Methodical working style, acute attention to detail
• A powerful work ethic, self-starter, curiosity, client-first focus
• Ability to handle several tasks often with opposing deadlines simultaneously very deadline-oriented environment
• A great teammatework collaboratively with your peers in a tightknit group, displaying an interest and ability to assist when neededmonitoring team workflow is key to the team's success we cover each other all the time
• A bachelor's degree and 5+ years' experience in the investment industry with at least 2 years' experience working with client-related interaction and responsibilities at an asset management company
• Preference for working with legal documentation, having worked in client service in the finance industry
• Familiarity with fixed income and equity securities and compliance procedures is useful

Location

• Full-time work from home;
• Partially work from the office and partially work from home; or
• Full-time office based (depending on the individual CAM's preference). If fully remote, training may be offered in the Boston office in person as needed.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $135,000 - $155,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

Global Benefit Statement:

At Loomis Sayles, we believe benefits should empower our employees to thrive at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings:

Health & Welfare: Medical, dental, and supplemental health plans

Retirement Savings

Paid Time Off

Company-Provided Leave Benefits

Life and Disability Insurance

Work/Life and Wellness Resources

Locally Relevant Perks and Programs

EEOC and Diversity Statement Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn't completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.