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Client Service Associate
Job Description
A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a fast-paced environment! This is a great position for candidates who are personable and enjoy working in a client-facing role where you can build strong relationships with clients, focusing on their satisfaction, retention, and overall growth of the company. This is not a sales role, it s primarily to support client-related tasks to ensure smooth day-to-day operations. The firm has a fantastic start-up culture where everyone is friendly, eats lunch together (lunch is provided daily by the firm), and spends time together outside of work. You will have the opportunity to learn a lot from this role, build great relationships, receive a great benefits package and so much!
Client Service Associate Requirements:
- 1-3 years of experience in an administrative or client service role
- Bachelor s Degree or Associate Degree required
- Proficiency in Microsoft Office (Word, Excel), Outlook, Zoom, and Teams
- Familiarity with CRM systems, DocuSign, and Adobe is essential
- Dynamo experience is preferred
- Financial services background and startup environment experience is a plus
- Excellent multitasking and organizational skills to handle a high volume of work
- Self-starter who is friendly and client-facing with excellent follow-up skills
- Detail-oriented with strong problem-solving skills and the ability to anticipate client needs proactively
Client Service Associate Responsibilities:
- Support day-to-day operations including managing investments, handling 270 clients and over 1000 contacts, and planning client events
- Ensure accurate updating of CRM, run internal reports, and respond to investor requests
- Assist with onboarding new clients and updating existing accounts
- Coordinate with internal and external teams to maintain organized client records
- Assist in producing investor report summaries and coordinating monthly/quarterly materials for internal management
Benefits:
- 100% Medical, Dental and Vision coverage for employees
- Unlimited PTO
- HSA contributions
- Tax advisory services
- Opportunities for growth
- Start-up culture with flexibility in day-to-day activities, encouraging creativity in work flows
- Daily lunches provided
- Fully onsite with flexibility for occasional remote work as needed
If you are sharp, friendly and passionate about providing top-notch service to clients, apply now!
#LI-POST #LI-ONSITE #LI-BM1
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