Senior Client Service Associate

1 month ago

Boston MA United States Atlantic Group Full time

The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team


Job Summary:

The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and contributing to the development of operational processes and procedures. Supported by junior team members, this client-facing role involves managing relationships with both internal and external stakeholders, ensuring high-quality client service, and driving process improvements.


Key Responsibilities:

  • Manage and mentor junior team members, assisting with time management, prioritization, and communication skills.
  • Act as the primary escalation point for operational inquiries, providing guidance and support to the team.
  • Draft and deliver performance reviews for assigned mentees.
  • Develop a deep understanding of processes and portfolio management systems.
  • Ensure excellence in operations and client service for Institutional and Private client relationships.
  • Oversee junior team members, ensuring timely and accurate execution of portfolio actions.
  • Review and sign off on client reports, execution instructions, and investment documentation.
  • Collaborate closely with the Investment Team and other internal stakeholders to manage client relationships.
  • Participate in client team planning meetings, providing insights from an operations perspective.
  • Assess and recommend improvements to client service processes and procedures.
  • Collaborate with the team and firm on process improvement initiatives.
  • Support strategic and tactical client service system development projects.


Qualifications:

  • 4-5+ years of experience, with a preference for investment operations experience.
  • Prior management or supervisory experience is a plus.
  • Strong attention to detail, problem-solving skills, and the ability to multi-task in a fast-paced environment.
  • High proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
  • Excellent leadership, interpersonal, and communication skills.
  • A team player with a high degree of integrity and professionalism, ready to contribute to the firm's success.

  • Senior Client Service Associate, Private Wealth

    1 month ago

    Boston, MA, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Senior Client Associate, Private Wealth

    1 month ago

    Boston, MA, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Service Associate

    2 months ago

    Boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team! Job Summary: The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...

  • Senior Client Service Associate

    1 month ago

    boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job Summary:The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...

  • Senior Client Service Associate

    4 months ago

    Boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job Summary:The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...

  • Senior Client Service Associate

    3 months ago

    boston, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job Summary:The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...

  • Client Services Associate

    4 weeks ago

    Boston, MA, United States Fanning Personnel Full time

    Job Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...

  • Senior Client Service Associate, Private Wealth

    2 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in Boston I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Senior Client Service Associate, Private Wealth

    3 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in Boston Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Senior Client Service Associate, Private Wealth

    3 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Senior Client Service Associate, Private Wealth

    2 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Senior Client Service Associate, Private Wealth

    2 months ago

    boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Senior Client Service Associate, Private Wealth

    2 months ago

    boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...

  • Client Associate, Private Wealth

    1 month ago

    Boston, MA, United States Fanning Personnel Full time

    Client Associate, Private Wealth- pathway to Advisor position; wealth management firm in BostonI’m a Senior Recruiter at Fanning. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be...

  • Client Service Associate/Private Client Group

    1 month ago

    Boston, MA, United States Fanning Personnel Full time

    Client Service Associate - Private Wealth Group (RIA)A Boston base investment firm is seeking a Client Service Associate to work in a fast-paced environment who is a highly organized, proactive individual.The purpose of this role is to support a Relationship Manager and maintain the client accounts and provide portfolio account maintenance, operational,...

  • Senior Client Associate, Private Wealth

    4 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in Boston Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Associate, Private Wealth

    5 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Associate, Private Wealth

    4 weeks ago

    boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Associate, Private Wealth

    2 months ago

    Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

  • Senior Client Associate, Private Wealth

    2 months ago

    boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...