Senior Client Service Associate

3 weeks 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 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.

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