Client Services Associate

Client Service Associate – Investment Operations & Client Services

Location: Boston, MA (Hybrid)

Compensation: $65k - $80k

A leading global investment advisory firm is seeking a Client Service Associate to join its Boston office. This individual will play a key role supporting client portfolio operations, investment execution, reporting, and ongoing relationship management for sophisticated institutional and private clients.

This is an excellent opportunity for an individual looking to build a long-term career within investment operations and client service while gaining exposure to alternative investments, portfolio management, and global investment operations.

Responsibilities

Client Relationship & Account Management

• Partner with senior client service professionals and investment teams to support client relationships.
• Prepare and coordinate client correspondence, account documentation, and service requests.
• Maintain and update client records, including AML/KYC documentation and CRM systems.
• Coordinate with custodians, trustees, fund administrators, and other third parties to ensure timely resolution of client inquiries.
• Assist with audit, tax, and other client-related requests.

Investment Execution & Portfolio Operations

• Support the execution of client investment strategies across alternative investment portfolios.
• Prepare and review subscription, redemption, transfer, and wire documentation.
• Coordinate investment transactions, capital call funding, and cash management activities.
• Liaise with custodians and administrators to ensure timely trade settlement and accurate processing.
• Maintain accurate transaction records within internal systems.
• Review portfolio reports, performance statements, and invoices for accuracy.
• Assist in preparing client presentations, meeting materials, and portfolio updates.

Process Improvement & Operations Support

• Identify opportunities to improve operational workflows and enhance client service processes.
• Develop expertise in portfolio management and operational systems.
• Ensure adherence to internal controls, information security policies, and regulatory requirements.
• Collaborate with colleagues across global offices to support key operational initiatives.

Qualifications

• Bachelor's degree required.
• 2–4 years of professional experience; investment operations, financial services, wealth management, fund administration, or client service experience preferred.
• Strong attention to detail with the ability to manage and review large amounts of data accurately.
• Advanced proficiency with Microsoft Office, particularly Excel, PowerPoint, and Outlook.
• Excellent organizational, analytical, and problem-solving skills.
• Strong verbal and written communication abilities.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Professional demeanor with exceptional client service and interpersonal skills.
• Collaborative, team-oriented mindset with a willingness to take on a broad range

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