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Client Service Associate
3 months ago
A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a fast-paced environment This is a great position for candidates who are personable and enjoy working in a client-facing role where you can build strong relationships with clients, focusing on their satisfaction, retention, and overall growth of the company. This is not a sales role, it s primarily to support client-related tasks to ensure smooth day-to-day operations. The firm has a fantastic start-up culture where everyone is friendly, eats lunch together (lunch is provided daily by the firm), and spends time together outside of work. You will have the opportunity to learn a lot from this role, build great relationships, receive a great benefits package and so much
Client Service Associate Requirements
1-3 years of experience in an administrative or client service role
Bachelor s Degree or Associate Degree required
Proficiency in Microsoft Office (Word, Excel), Outlook, Zoom, and Teams
Familiarity with CRM systems, DocuSign, and Adobe is essential
Dynamo experience is preferred
Financial services background and startup environment experience is a plus
Excellent multitasking and organizational skills to handle a high volume of work
Self-starter who is friendly and client-facing with excellent follow-up skills
Detail-oriented with strong problem-solving skills and the ability to anticipate client needs proactively
Client Service Associate Responsibilities
Support day-to-day operations including managing investments, handling 270 clients and over 1000 contacts, and planning client events
Ensure accurate updating of CRM, run internal reports, and respond to investor requests
Assist with onboarding new clients and updating existing accounts
Coordinate with internal and external teams to maintain organized client records
Assist in producing investor report summaries and coordinating monthly/quarterly materials for internal management
Benefits
100% Medical, Dental and Vision coverage for employees
Unlimited PTO
HSA contributions
Tax advisory services
Opportunities for growth
Start-up culture with flexibility in day-to-day activities, encouraging creativity in work flows
Daily lunches provided
Fully onsite with flexibility for occasional remote work as needed
If you are sharp, friendly and passionate about providing top-notch service to clients, apply now
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