Senior Associate, Client Service
$75,000–$115,000 year
HybridBoston, Massachusetts, United States
Job Summary
Senior Associate, Client Service in Boston supports the Client Service Team in coordinating portfolio operations for a range of clients, focusing on implementation of client investment strategies, tracking and invoicing, and providing exception support to the Investment Team. The role involves collaborating with the Operations and Investment teams across offices, interacting with colleagues and external parties, meeting investment and reporting deadlines, and potentially evolving into a client-facing position. Core duties include client account management, drafting client correspondence, monitoring client cash and securities with custodians/trustees, maintaining CRM documentation (AML/KYC), prioritizing diverse client requests, understanding alternative investment products and fund terms, coordinating execution of client brokerage transactions and cash funding, liaising with custodians and fund administrators, ensuring accurate transaction recording, reviewing monthly/quarterly reports and invoices, supporting audit/tax processes, and contributing to process improvements while ensuring information security and data privacy compliance. The role may require overtime and offers a flexible, results-focused working model with competitive compensation and benefits.
Required Qualifications
- The ideal candidate will have strong attention to detail, problem-solving skills, and ability to multi-task in a fast-paced environment.
- The candidate must possess an outstanding track record of accomplishments and strong interpersonal, communication, and client service skills.
- Prior work experience (5+ years). Investment operations experience is preferred, but not required
- Undergraduate degree (any field). Strong GPA and SAT scores
- High degree of attention to detail and experience inputting and reviewing large sets of data
- Proficiency using Microsoft Office, particularly Excel/PowerPoint/Outlook
- Articulate self-starter with strong analytical and organizational skills
- Ability to multi-task and prioritize daily workloads while working efficiently and accurately
- High degree of integrity and professionalism with strong interpersonal and communication skills
- Team player who is willing to do whatever it takes to contribute to the success of the business
- Comfortable receiving and providing feedback from/to direct manager and Partners
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.