Current jobs related to Client Services Senior Associate - Boston - Arrowstreet Capital


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Boston, United States Fanning Personnel Full time

    CLIENT SERVICE ASSOCIATE (SERIES 7 REQUIRED) A prestigious global investment bank is seeking a Client Service Associate to join a young growing team of Advisors/Planners. The Associate will support 2 Senior Financial Advisors and a Wealth Planning assisting in the day to day operational support for their HNW clients. On-board new clients, assist with...


  • Boston, United States Fanning Personnel Full time

    CLIENT SERVICE ASSOCIATE (SERIES 7 REQUIRED) A prestigious global investment bank is seeking a Client Service Associate to join a young growing team of Advisors/Planners. The Associate will support 2 Senior Financial Advisors and a Wealth Planning assisting in the day to day operational support for their HNW clients. On-board new clients, assist with...


  • Boston, United States Fanning Personnel Full time

    CLIENT SERVICE ASSOCIATE (SERIES 7 REQUIRED)A prestigious global investment bank is seeking a Client Service Associate to join a young growing team of Advisors/Planners.The Associate will support 2 Senior Financial Advisors and a Wealth Planning assisting in the day to day operational support for their HNW clients.On-board new clients, assist with wires,...


  • boston, United States Fanning Personnel Full time

    CLIENT SERVICE ASSOCIATE (SERIES 7 REQUIRED)A prestigious global investment bank is seeking a Client Service Associate to join a young growing team of Advisors/Planners.The Associate will support 2 Senior Financial Advisors and a Wealth Planning assisting in the day to day operational support for their HNW clients.On-board new clients, assist with wires,...


  • Boston, United States Fanning Personnel Full time

    CLIENT SERVICE ASSOCIATE (SERIES 7 REQUIRED)A prestigious global investment bank is seeking a Client Service Associate to join a young growing team of Advisors/Planners.The Associate will support 2 Senior Financial Advisors and a Wealth Planning assisting in the day to day operational support for their HNW clients.On-board new clients, assist with wires,...


  • Boston, United States Fanning Personnel Full time

    CLIENT SERVICE ASSOCIATE (SERIES 7 REQUIRED)A prestigious global investment bank is seeking a Client Service Associate to join a young growing team of Advisors/Planners.The Associate will support 2 Senior Financial Advisors and a Wealth Planning assisting in the day to day operational support for their HNW clients.On-board new clients, assist with wires,...


  • Boston, United States Partners Capital Full time

    Position Description The Client Service Senior Associate located in Boston will be responsible for coordinating the operations for a range of clients, serve as a primary point of contact to the Investment Teams managing client portfolios, and help to build our operational processes and procedures. The candidate will be supported by one or more junior team...


  • Boston, United States SDL Search Partners Full time

    Client Service Associate Established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from...


  • boston, United States SDL Search Partners Full time

    Client Service AssociateEstablished regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles.This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from high-performing...


  • Boston, United States SDL Search Partners Full time

    Client Service AssociateEstablished regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles.This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from high-performing...


  • 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...

Client Services Senior Associate

2 months ago


Boston, United States Arrowstreet Capital Full time

Client Services Team Overview Read all the information about this opportunity carefully, then use the application button below to send your CV and application. The Client Services Team at Arrowstreet serves as a key contributor to the overall client experience at Arrowstreet and works closely with the Client Relationship Management and Strategic Relationships teams to provide high-quality support to our client base. The team is responsible for supporting all client related activities including managing internal and external daily inquires and requests from clients, consultants, and custodians. Such activities also include facilitating investor onboarding and managing investor transactions for both new and existing investors. Responsibilities The individual in this role will be responsible for developing and maintaining strong working relationships with internal business partners as well as clients by working closely with client relationship managers to meet the business objectives set out for each client and the firm. The individual in this role will be responsible for ensuring client related activities are completed in a high quality, consistent and timely manner. This individual will also be expected to work proactively with other internal teams to streamline and / or automate processes, where practicable. The position will require a basic understanding of investment processes and ability to handle numerous tasks simultaneously while meeting critical deadlines. Responsibilities include: Supporting an array of client relationship management activities and client initiatives in both separately managed accounts and commingled funds Coordinating investor cash flow activity by tracking planned investor flows, ensuring timely review and sign-off of forms by administrator/transfer agents, communicating with clients and internal client teams, coordinating trading plans with portfolio management team, and ensuring transactions are successfully processed by all parties. Managing operational aspects of the investor onboarding process. Responding to and resolving client, consultant, and custodian inquiries in a timely and effective manner Managing internal and external communications Maintaining internal client data system and ensuring client information in internal systems is complete and accurate. Collaborating across internal teams to resolve client concerns/issues Escalating client matters/concerns to Relationship Management when appropriate Managing timesensitive projects Qualifications Ideal candidates will have direct work experience in the asset management industry with investment advisory client service, fund administration, transfer agency, investor services or alternative investment experience. Candidates must be self-motivated and able to work under tight deadlines in a dynamic environment. Candidates must also have solid communication skills, strong attention to detail and experience collaborating with internal teams, leading and prioritizing projects and managing time sensitive activities. Other qualifications include: Bachelor's degree is a requirement 4 - 7 years of relevant experience in a role with external facing experience preferably in the financial industry. Proven organizational skills and the ability to work in a team environment with multiple responsibilities Excellent communication (written and oral) and interpersonal skills Analytical and structured thinking with a keen interest in how things work Willingness to investigate issues and follow through to resolution Experience with reviewing and/or coordinating investor flows in commingled funds is a plus Proficiency with Microsoft Excel and Word We maintain a friendly, team-oriented environment and place a high value on professionalism, attitude and initiative. PDN-9c9c889a-90ad-4f6c-b474-bdcf282f4a39