Wellington Management Company, LLP
Client Service Writer
Boston, MA
Jul 10, 2025
Full-time
Full Job Description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

OVERVIEW

The Questionnaires Team within Client Operations has an open position for a Client Services Writer focused on both firm-level and investment product responses in client questionnaires. The Team is responsible for the development of high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), and other ad hoc questionnaires/deliverables. These deliverables assist in the procurement of new business, meet the complex reporting requirements of current clients and accurately, clearly, and articulately describe the firm and its investment solutions. The submittal of well-written questionnaires is a critical step in the sales and client reporting processes.

RESPONSIBILITIES

  • Writing, coordinating, editing, and proofreading firm and product level content and questionnaires, partnering with subject matter experts across the firm
    • This includes, but may not be limited to, developing and maintain original content for new product text as well as proposing modifications to current product text
  • Developing an expertise in investment approaches, as well as across the many facets of firm-level content (e.g., trading, compliance, operational risk, etc.) to effectively craft and enhance responses
  • Willingness to absorb overflow questionnaires and other work during peak periods, including, but not limited to, ad hoc requests, customized client reporting work, and data requests

QUALIFICATIONS

  • 3+ years of relevant RFP/writing experience in the investment industry, including wealth management, is preferred, but not required
  • Familiarity with Loopio will be viewed favorably; proficiency in Microsoft Word and Excel is required
  • Excellent investment writing, quantitative, and communication skills with a strong attention to detail
  • A positive, collegial attitude and a high level of professionalism are essential
  • Individual must be an independent self-starter and a team player able to work on multiple assignments against strict and competing deadlines

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

PDN-9f5aa0e1-e442-495a-9f35-8136e4455b17
Job Information
Job Category:
Other
Spotlight Employer
Related jobs
CarGurus
Who we are At CarGurus (NASDAQ: CARG), our mission is to give people the power to reach their destination. We started as a small team of developers determined to bring trust and transparency to car sh...
Jul 10, 2025
Boston, MA
Boston University
Under the guidance of the Manager of Award Setup, responsible for creating and modifying sponsored research accounts. This process involves reviewing award notices, account information and file docume...
Jul 10, 2025
BOSTON, MA
Boston University
This position is the main hub for all facilities related calls both emergency and non-emergency. This includes after hours, weekends, and holidays. This position is responsible on a 24-hour/7-day basi...
Jul 10, 2025
BOSTON, MA
©2021 Boston While Black Career Center. All Rights Reserved.
Powered by TalentAlly.
Apply for this job
Client Service Writer
Wellington Management Company, LLP
Boston, MA
Jul 10, 2025
Full-time
Your Information
First Name *
Last Name *
Email Address *
This email belongs to another account. Please use a diferent email address or Sign In.
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Continue to Apply

Wellington Management Company, LLP would like you to finish the application on their website.

Ace your interview with
AI-powered interview practice

Get comfortable talking to hiring managers, receive personalized feedback on areas for improvement, sharpen your ability to answer the most common questions, and build confidence in formulating strong responses on the spot. Click the button below to begin your three free virtual interviews!