81 Client Service Associate Jobs in Boston, MA
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OPPORTUNITIES, INC. is Hiring a Client Service Associate Near Boston, MA
Position: Client Service Associate
Department: Relationship Management
Location: Boston
Reports to: Head of Client Service
Organization Overview
Boston Partners is a global investment advisor with $85 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. We focus on investing in companies with attractive value characteristics and strong business fundamentals where there is a catalyst for positive change. The firm was founded in 1995 and maintains offices in Boston, New York, California, and London.
Position Summary
The Client Service Associate is the direct point of contact for institutional, sub-advisory, and high-net worth clients and their consultants to manage routine life-cycle transaction needs and ad-hoc requests. The Client Service Associate provides a full range of support for Relationship Managers by acting as a liaison between the valued client and various departments within Boston Partners.
They will act as a backup to the Relationship Manager on assigned client relationships and ensure best-in-class support within a dynamic investment organization.
Major Responsibilities
- Partner with Relationship Managers to support day-to-day client servicing and new account onboarding.
- Have an in-depth knowledge of all assigned client relationships including investment strategies, portfolio guidelines and reporting requirements.
- Manage clients’ and consultants’ routine requests and maintain accurate and up-to-date client records.
- Research and gather data to respond to non-routine requests.
- Assist Relationship Managers in preparing for client visits by facilitating the collation of firm-wide and product specific data and submitting presentation book requests.
- Coordinate and ensure timeliness, accuracy, and delivery of monthly and quarterly reporting packages for clients and consultants.
- Proficiently maintain several industry database and reporting systems.
Requirements/ Qualifications
Bachelor’s degree: concentration in business/finance is a plus.
- Minimum of three years of experience with an investment management firm or equivalent.
- Strong understanding of global financial markets and product differences/characteristics.
- Experience with an institutional client base strongly preferred.
- Excellent verbal and written communication skills with demonstrated ability to analyze, prioritize, multi-task and work independently to meet deadlines.
- Reliable and well-organized, able to juggle several projects simultaneously.
- Excellent computer skills, including Microsoft Word and Excel are required; knowledge of FactSet, Varden and Microsoft Dynamics CRM are a plus.
Special Requirements
- Job may require working beyond regular business hours on a periodic basis.
Job Summary
Full Time
Ancillary Healthcare
$59k-77k (estimate)
03/12/2024
04/23/2024
oppinc.com
FORT ATKINSON, WI
200 - 500
1966
BARBARA LE DUC
$10M - $50M
Ancillary Healthcare
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About OPPORTUNITIES, INC.
Opportunities, Inc. is a Community Rehabilitation Program based in Fort Atkinson, Wisconsin, with additional locations in Watertown, Madison and Oconomowoc. For over 50 years the agency has continued to expand its comprehensive vocational training and employment services, social integration, academic programs, and supportive home care for individuals with barriers, to include those with disabilities, limited work experience, AODA issues, language challenges, economic disadvantages, employment dislocation, re-entry and veterans. Opportunities, Inc. is also a leader in social enterprise; through... co-manufacturing, staffing and custom design and print services it offers a quality driven service for its business partners while promoting positive advances for the community. MISSION: Provide services for individuals for the purpose of maximizing their success and enhancing their abilities to be independent, contributing members of the community.
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The job skills required for Client Service Associate include Client Service, Written Communication, Presentation, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
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Develop an ability to communicate effectively with clients, managers and other associates.
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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Step 3: View the best colleges and universities for Client Service Associate.
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