Job Overview – Client Service Manager (Investment Operations):
Compensation: $80,000 – $95,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Take on a key leadership role as a Client Service Manager (Investment Operations) with our client in Boston, MA (Hybrid), overseeing operational execution and client relationship management across institutional and private wealth accounts. You’ll manage daily investment operations, supervise junior staff, handle escalations, and collaborate with legal, compliance, and investment teams. Ideal for candidates with experience in asset management, portfolio operations, and client servicing within middle- and back-office functions.
Responsibilities as the Client Service Manager:
- Team Leadership: Mentor junior staff, conduct performance reviews, and support training and prioritization.
- Client Escalations: Act as the primary contact for resolving complex client issues and operational inquiries.
- Execution Oversight: Approve trade instructions, capital calls, and alternative investment documentation.
- Reporting Accuracy: Review and sign off on flash reports, performance statements, and client invoices.
- Cross-Functional Collaboration: Partner with investment, compliance, legal, and other internal teams to ensure service alignment.
- Process Optimization: Drive improvements in workflows, systems, and operational efficiency through firmwide initiatives.
Qualifications for the Client Service Manager:
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
- Experience: 5-8 years in investment operations or client service within asset management, with prior experience leading teams or supervising direct reports.
- Technical Skills: Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook) with working knowledge of portfolio management and middle-office systems preferred.
- Skills & Attributes: Proactive, detail-oriented communicator with strong leadership and problem-solving skills, skilled in managing complex client relationships and projects efficiently.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.