Client Service Associate

Posted 06/08/2022 By Stephanie Callis

We are seeking a driven, hard-working Associate to join the Client Service team to help service the company's rapidly growing client base. A successful candidate will be a highly collaborative team player who is eager to provide a white-glove service. This individual will work cross-functionally with multiple teams to streamline and improve existing processes. This is a fantastic opportunity for someone looking to assist clients directly and to work in an entrepreneurial environment that offers autonomy and ample room for growth.


  • Assist team with building and maintaining relationships with National and Regional Enterprise accounts
  • Drive successful client outcomes by assisting enterprise clients throughout the transaction process (including subscriptions, transfers, and redemptions) and managing fund closings
  • Develop expertise on the platform, custom solutions, and all investment products
  • Liaise with Enterprise, Marketing, Research, and Product regarding new fund launch details and platform enhancements
  • Maintain, circulate, and file detailed notes including next steps/follow-ups during client calls
  • Build excellent working relationships across multiple lines of business and corporate functions including Enterprise, Research, Marketing, Product Specialists, Operations, and Technology to enhance client experience
  • Develop new processes to further automate client workflows and create a seamless experience
  • Additional responsibilities will be determined based on capacity, skill, and interest


  • Bachelor's degree in economics, finance, or a related discipline
  • 2+ years of client service, product management or investment operations experience at a fund or financial services firm
  • Experience in alternative investments preferred
  • Strong client service orientation with the ability to manage multiple competing priorities
  • Advanced working knowledge of Microsoft Office and CRM programs
  • Exemplary oral, written, and interpersonal communication skills
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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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