Client Service Associate

Posted 03/13/2025 By Stephanie Callis

🚀 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!

Want more information?

Complete the form below and Stephanie will follow up with you to discuss this position, or you can call her at 617-281-0203.

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