Reporting To:
Manager, Client Services

Shift:
EMEA (1:30 pm - 10:30 pm IST) (India)
About Russell Investments, Mumbai:

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 90-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is "Top 12 Ranked Consultant (2009-2024)" in P&I survey 2024 with $964 billion in assets under advisement (as of December 31, 2025) and $381.8 billion in assets under management (as of March 31, 2026) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai.

Joining our Mumbai office means becoming part of a globally connected team where associates collaborate across functions, geographies, and time zones to support the work of a globally recognized asset management firm. Based in Goregaon (East), you will have the opportunity to work alongside colleagues around the world, contribute to meaningful initiatives, and build your career in a collaborative and inclusive environment. The Mumbai office operates with varying shifts to support collaboration across global time zones.

For more information, please visit https://www.russellinvestments.com.

Job Description:

Graduate Trainee/Apprenticeship - Global Distribution Operations

Apprenticeship is a 12-month program that will provide a comprehensive learning experience, blending theoretical knowledge with on-the-job training. Over the 12-month period, apprentices at Russell Investments will gain valuable exposure to industry while developing essential soft skills and acclimating to a professional corporate environment.

Eligibility

• Should not be self-employed
• Should not be enrolled under other government-funded programs
• Should not be practicing professionally at the time of application
• Should not be registered on EPF/ ESIC Portal
• Should not have completed their education from a foreign university

Apprentices who enroll should have their Aadhaar seeded with their personal mobile number and personal email address. This is a mandate.

Position Summary

The Graduate trainee (apprentice) Client Service Associate (CSA)'s primary responsibilities will be to support various functions within the North America Advisor and Intermediary Solutions business to help achieve the unit's ambitious sales goals. For example, supporting the achievement of growth goals in separately managed accounts; and gaining efficiencies in representing data on our mutual funds, model strategies and separately managed accounts on third party data platforms; and supporting our practice management initiatives designed to help advisors grow their businesses. Through these activities, the CSA assists the sales teams in providing a high-quality service experience to financial advisor clients and end investors.

The successful candidate will have a demonstrated track record of effective collaboration, a "team-first" mindset, a strong work ethic, the organizational skills and flexibility to balance and prioritize multiple tasks and initiatives concurrently, and a desire to grow their skills and knowledge.

Qualifications

• Bachelor's degree

Responsibilities

• Support the proposal, opening, and maintaining and closing of Personalized Managed Accounts: convert large data sets from PDF to excel format; scrub data; run proposals; coordinate the account opening process and transactions in partnership with the Personalized Managed Accounts Services team; escalate operational, client service and technical issues as necessary
• Other duties as assigned

Candidate Requirements

• Keen interest in global capital markets, the wealth management industry, investment vehicles commonly used by financial advisors (e.g., separately managed accounts, mutual funds, ETFs, model strategies)
• Excellent critical and analytical thinking, attention to detail and written communication skills; ability to follow and proactively improve written procedures.
• Ability to thrive in a team environment while also working independently.
• Excellent time management and organizational skills; ability to manage multiple responsibilities and changing priorities.
• Proficiency in Microsoft suite of products, in particular Excel, Outlook, Word