Client Service Analyst

Boutique Boston Investment Firm!
Boston, MA

We are assisting one of our favorite clients in Boston, a boutique investment firm who is adding a Client Service Analyst to their growing Boston team!

We are looking for someone with 5+ years of data management within financial services. Ideally experience within private equity would be a huge plus.

This position will be responsible for complex data management of all investor data to ensure all information is accurate and current.

We are looking for a self starter, who works well independently. This person will be responsible for client reporting, client services data management for within the in house database. You will work closely with the Client Administration team, and partner with many internal teams on a global level on client on boarding, and assist with client communication on the distribution of communications. There will also be lots of project work involved.

Interested in this job?

Contact us below to learn more.