The focus of the Client Service Associate is to provide administrative support to Boston Trust Walden’s Institutional Strategies team and the firm’s clients. In this role, you will be a member of the client service team and interface with portfolio and relationship managers, as well as executives in marketing, business development, operations, and risk management
Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $15 billion in client assets.
Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden’s structure as an independent, employee-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm’s structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.
One of Boston Trust Walden’s strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When DEI values are infused into the workplace environment, the company and its employees benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives.