Job Overview – Senior Client Service Associate
Compensation: $75,000 – $115,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Senior Client Service Associate in Boston, MA for our client, supporting investment operations, client account management, and portfolio reporting. This role will coordinate investment transactions, cash movements, capital calls, and client reporting while working closely with investment and operations teams. The ideal candidate brings experience in financial services, investment operations, or wealth management, with strong execution skills and the ability to support junior team members.
Responsibilities as the Senior Client Service Associate:
- Client Account Management: Support client relationships, maintain account records, and coordinate requests with internal teams and external service providers.
- Investment Operations: Process and monitor investment transactions, capital calls, wire transfers, and trade execution activities.
- Portfolio Reporting: Prepare and review client performance reports, account statements, invoices, and investment documentation.
- Transaction Coordination: Work with custodians, fund administrators, and investment teams to ensure accurate and timely transaction processing.
- Compliance & Documentation: Maintain client records, support AML/KYC requirements, and ensure accurate transaction documentation.
- Team Support: Provide guidance to junior team members, improve operational workflows, and support client service initiatives.
Qualifications for the Senior Client Service Associate:
- Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field is preferred.
- Experience: 4+ years of experience in investment operations, client services, wealth management, or financial services is required.
- Industry Knowledge: Strong understanding of investment transactions, capital calls, cash management, portfolio reporting, and client account operations is required.
- Technical Skills: Proficiency in Microsoft Excel, PowerPoint, Outlook, and CRM or portfolio management systems is required.
- Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with excellent attention to detail and the ability to mentor junior team members are required.
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.