Client Service Associate
🚀 We’re Hiring! Hybrid Boston investment firm🚀
We are seeking a Client Service Associate to join our North America Client Service team! This is an exciting opportunity for someone passionate about the financial industry and eager to build a career in institutional client service, sales, or consultant relations.
What you’ll do:
✔️ Support Relationship Managers in client meetings and calls
✔️ Maintain and track client information
✔️ Communicate effectively with internal and external teams
✔️ Identify cross-sell opportunities and ensure a best-in-class client experience
What we’re looking for:
✔️ 3-6 years of relevant client service experience (financial services/asset management)
✔️ Strong communication, organizational, and interpersonal skills
✔️ Detail-oriented, proactive, and team player mentality
If you’re ready to make an impact in a fast-paced, dynamic environment, apply today!