Client Service Associate

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