What are the responsibilities and job description for the Client Service Associate position at Incendia Partners?
Client Service Associate (Investment Operations)
Boston, MA (Hybrid)
Base salary range: $70,000 – $80,000 Bonus
Our client, a high-end global investment firm, is seeking a Client Service Associate to join its Boston office. This role sits at the intersection of client service, investment execution, and portfolio operations, offering direct exposure to sophisticated institutional portfolios and alternative investment strategies.
You’ll work closely with senior professionals across investment and client teams, playing a critical role in delivering a best-in-class client experience while supporting complex portfolio activity. This is an ideal opportunity for a detail-oriented, high-performing individual looking to build a long-term career in asset management.
Core Responsibilities
Client Advisory & Relationship Support
- Partner with senior client service professionals to support institutional and high-net-worth client relationships
- Draft and manage high-quality client communications, including capital activity, reporting, and ad hoc requests
- Oversee client account activity across cash and securities, coordinating with custodians, administrators, and other parties
- Maintain and enhance CRM systems and client records, and documentation
- Act as a central point of coordination across internal teams to ensure timely and seamless client servicing
Investment Execution & Portfolio Operations
- Develop familiarity with alternative investment structures, fund mechanics, and liquidity terms
- Execute investment activity including subscriptions, redemptions, and capital calls across private markets and hedge funds
- Coordinate trade execution and funding logistics with internal stakeholders and external parties
- Liaise directly with fund administrators to ensure accurate and timely settlement of transactions
- Review and validate portfolio reporting, performance statements, and client billing
- Support the preparation of client materials, portfolio analyses, and investment presentations
- Assist with audit and tax-related processes for client portfolios
Operational Excellence & Process Enhancement
- Contribute to the continuous improvement of operational workflows and client service processes
- Build expertise in portfolio management systems and middle/back-office infrastructure
- Ensure strict adherence to data governance, information security, and regulatory requirements
Candidate Profile
- 1-2 years of experience in financial services, investment operations, or a related field
- Bachelor’s degree with strong academic performance
- Exceptional attention to detail and ability to manage complex datasets with precision
- Advanced proficiency in Microsoft Excel and PowerPoint
- Strong analytical mindset with the ability to operate in a fast-paced, deadline-driven environment
- Polished communication skills and a professional, client-oriented demeanor
- Highly organized, proactive, and capable of managing multiple priorities simultaneously
- Demonstrated interest in financial markets and alternative investments
Compensation & Benefits
- Base salary range: $70,000 – $80,000
- Performance-based bonus
- Comprehensive benefits package including medical, dental, vision
- 401(k) with employer match
- Generous PTO, Vacation, Personal/Sick and Holidays
- Support for professional development, including sponsorship for certifications such as CFA and CAIA
- Collaborative, high-performance culture with strong mentorship and career progression opportunities
#LI-HR1
Salary : $70,000 - $80,000