Client Service Associate

Posted 07/21/2022 By Jennifer Keane

Fantastic opportunity to build on your experience!...

If you’re looking for a stable place to call home, a company that truly values employees then look no further for your next job...it is here.

THIS COMPANY HAS IT ALL:

  • Global presence, with huge clients
  • Amazing technologies and resources.
  • Collaborative minded group that cares about their people.
  • A culture that will allow you to grow.

Pursuing a Client Service Associate to join a highly regarded Boston asset management firm's Commingled Funds Team. In this role, the Specialist/Associate will update and maintain client information including account openings, transactions, closings, and cash flows. This role offers long-term growth and exposure to many teams within the firm!

Position Responsibilities:

  • Update and maintain client information
  • Facilitate account openings, transactions, restructurings, closing, and cash flows
  • Liaise with internal and external teams on behalf of the clients and coordinate calls with service providers
  • Organize commingled fund documentation
  • Provide exceptional client service to the firm's commingled funds clients
  • Ad hoc projects as assigned

Position Qualifications:

  • Bachelor's degree with 2-4 years of client service or operations experience
  • Highly organized with a keen attention to detail
  • Excellent written and verbal communication skills
  • Ability to multi-task in a deadline driven environment
  • Ability to work collaboratively in a team environment and independently
Want more information?

Complete the form below and Jennifer will follow up with you to discuss this position, or you can call her at 508-732-9262.

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