Associate – Client Service

Landing Point; Town of Boston (NY); On-site; USD 65,000 - 80,000; Full time

Job summary

Landing Point is seeking a Client Service Associate in the United States to support client investment strategies and portfolio operations. You will assist Client Operations Managers and Investment Teams, draft client communications, and maintain accurate CRM records.

Strong Excel, Power BI, and familiarity with Addepar/DealCloud are valued for data-driven client service. The role emphasizes timely reconciliations, proactive client support, and collaboration with external stakeholders to ensure

Qualifications

• Undergraduate degree in finance or related field preferred.
• Demonstrated strong Excel skills.
• Understanding of investment performance concepts and reporting.
• Familiarity with Addepar and DealCloud is a plus.
• Experience with Power BI and AI tools to support operations.

Responsibilities

• Support the Client Operations Managers and Investment Teams responsible for managing client relationships.
• Provide support for senior members of the Client Service Team that engage directly with clients.
• Draft client correspondence for review and send out (e.g., client requests, capital calls, statements).
• Monitor client cash and securities accounts by managing relationships with external stakeholders.
• Ensure client reconciliations are performed on a timely basis and elevate any issues to the Client Manager.
• Ensure client actions, transactions, and requests are completed in a timely manner.
• Review client performance reporting and ensure all data is accurate.
• Maintain the Client Relationship Management (CRM) system and update documentation records.
• Ensure complete and accurate records on all client activity and client data in the internal CRM.
• Prioritize and complete assigned tasks accurately and within deadlines.

Skills

Investment performance concepts

Client relationship management

Communication skills

Adaptability to tools

Education

Undergraduate degree in finance or related field

Tools

Excel

Addepar

DealCloud

Power BI

AI tools

Job description

Company Overview

A global investment office is seeking a Client Service Associate to support the implementation of client investment strategies and portfolio operations.

Job Responsibilities

• Support the Client Operations Managers and Investment Teams responsible for managing client relationships
• Provide support for senior members of the Client Service Team that engage directly with clients
• Draft client correspondence for review and send out (e.g., client requests, capital calls, statements)
• Monitor client cash and securities accounts by managing relationships with external stakeholders
• Ensure client reconciliations are performed on a timely basis and elevate any issues to the Client Manager
• Ensure client actions, transactions, and requests are completed in a timely manner
• Review client performance reporting and ensure all data is accurate
• Maintain the Client Relationship Management (CRM) system and update documentation records
• Ensure complete and accurate records on all client activity and client data in the internal CRM
• Prioritize and complete assigned tasks accurately and within deadlines

Qualifications

• Undergraduate degree, finance or related field preferred
• Demonstrated strong Excel skills
• Understanding of investment performance concepts and reporting
• Familiarity with Addepar and DealCloud a plus
• Experience with Power BI
• Comfortable using AI tools to support operational processes

Compensation

Salary: $65,000 – $80,000