Client Intake Specialist

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. Founded in 1926, it currently oversees approximately $417 billion in assets under management.

The Client Intake Specialist delivers a responsive, high‑quality onboarding experience, communicating clearly with clients, financial intermediaries, high‑net‑worth accounts, and institutional separate accounts.

Responsibilities include end‑to‑end onboarding of new accounts, ensuring all documentation and AML/KYC reviews are completed accurately and on time, collaborating with internal and external parties, and providing backup to the AML/KYC team.

• Act as the primary point of contact, providing white‑glove, end‑to‑end onboarding service to new clients.
• Serve as liaison and central coordinator for all responsible groups within the company, helping clients and internal partners understand requirements and next steps.
• Maintain consistent communication throughout the process, partnering with Sales, Relationship Management, Client Administration, Legal & Compliance, Operations, the Investment Teams and other stakeholders to deliver coordinated, high‑quality support.
• Maintain accurate client and account onboarding information across internal systems to track progress and support a seamless service experience.
• Facilitate review of investment agreements, guidelines, fee schedules, complete AML/KYC reviews and due diligence requirements for new and existing accounts.
• Coordinate transfers in kind, amendments and changes to existing accounts.
• Manage derivative trading agreement set‑up.
• Review KYC documents and manage the AML process for new accounts.
• Respond to AML due diligence requests from brokers and custodians.
• Coordinate Markit system uploads.
• Manage Bloomberg LEI updates and annual LEI registration renewals.

• Bachelor’s degree or appropriate equivalent experience.
• Series 7 License – REQUIRED, no exceptions.
• At least five years of financial industry experience preferred.

Experience working in the investment industry with institutional clients, financial advisors, high‑net‑worth clients and/or financial intermediaries, with demonstrated familiarity with investment products and industry contract terminology.

• Client‑focused mindset with strong service orientation and a can‑do attitude.
• Excellent communication skills (written and spoken).
• Ability to build effective relationships with internal and external stakeholders at all levels.
• Demonstrated process and procedure orientation with ability to prioritize and multitask several competing high‑priority projects simultaneously with a sense of urgency.
• Exceptional organizational skills with high attention to detail and follow‑up.
• Proven ability to work independently and take initiative.
• Intellectual curiosity and willingness to learn.
• Dependability, flexibility and willingness to work extended hours when needed.

The position follows a hybrid schedule with two days work from home and three days work from office.

Competitive and equitable compensation: $85,000–$120,000 USD salary plus discretionary annual incentive award. Comprehensive benefits package to support health, well‑being and financial security.

Loomis Sayles is an Equal Opportunity Employer and does not discriminate on the basis of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, veteran status, or disability.