Client Service Associate Boston, Massachusetts, United States

Acadian Asset; London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading investment management firm is seeking a Client Service Associate to join their North America Client Service team in London. The role involves supporting Relationship Managers, managing client communications, and ensuring a high-quality client experience. Ideal candidates will have a background in client service within financial services and possess strong communication and organizational skills.

Qualifications

• 3 - 6 years of relevant client service experience in investment management or financial services.

Responsibilities

• Support Relationship Managers in servicing clients and preparing meeting materials.
• Communicate effectively with internal and external parties.
• Track and maintain client information.

Skills

Communication

Organizational Skills

Interpersonal Skills

Attention to Detail

Education

Bachelor's Degree

Job description

Acadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of March 31, 2025 the firm managed approximately US$121 billion on behalf of major pension funds, endowments, foundations, governments and other investors based in the U.S. and abroad.

Position Overview:

We are seeking a Client Service Associate to join our North America Client Service team. Client Service Associates support Relationship Managers by helping to plan client calls and meetings, gather and review meeting materials, communicate with clients, write meeting notes, execute follow-up, uncover potential cross-sell opportunities, and ensure a best-in-class client experience.The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term path into institutional client service, sales or consultant relations. Our ideal candidate will have prior client service experience in asset management or financial services.

Acadian supports a hybrid work environment, employees are on-site in the Boston office 3 days a week.

What You’ll Do:

• Support the efforts of Relationship Managers to properly and proactively service clients
• Track and maintain client information and facilitate account openings, transitions, restructurings and closings
• Communicate effectively with internal (e.g. Compliance, Operations, Performance, Portfolio Construction) and external parties (clients, custodians)
• Schedule, track and prepare materials for client meetings
• Understand individual client needs/concerns and tailor responses to client requests accordingly
• Attend onsite meetings and conference calls, write and distribute meeting notes internally
• Develop a strong understanding of needs across client types
• Acquire a deep understanding of Acadian Asset Management, its resources, and how other functional groups are integrated into its business processes

We’re Looking for Teammates With:

• A bachelor’s degree or equivalentwith strong academic credentials
• 3 - 6 years of relevant client service experience within investment management, financial services, or operations
• Ability to meet deadlines while juggling multiple projects in a fast-paced environment
• Excellent interpersonal and organizational skills
• Highly effective communication skills, both written and verbal
• Superior attention to detail and the ability to independently see deliverables through to completion