Client Operations Associate

Incendia Partners; Boston (MA); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Bonus

Healthcare

Generous PTO

Career growth

Job summary

Incendia Partners in Boston, MA seeks a Client Operations Associate for a hybrid role (3 days in office). The position offers $80K–$90K base plus bonus and outstanding PTO/healthcare benefits. You will work with Relationship Managers and contribute to client service, portfolio reporting, and investment operations.

The role is hands-on and fast-paced, requiring proactive, curious, and responsive teammates who can manage multiple priorities and collaborate across the firm.

Qualifications

• 2–4 years of experience in private client operations, middle office, fund accounting, banking, custodial services, or similar.
• Strong attention to detail and organizational skills.
• Proactive and resourceful with a strong sense of urgency.
• Intellectually curious and eager to learn.
• Highly responsive, dependable, and flexible.
• Comfortable managing multiple priorities in a fast-moving environment.
• Strong communication skills and a genuine client-service mindset.

Responsibilities

• Assist with monthly portfolio reporting.
• Maintain portfolio reporting and CRM systems.
• Process account openings and ongoing account maintenance.
• Handle client bill pay and investment-related money movement.
• Reconcile client bank, brokerage, and investment accounts.
• Respond to requests from clients, custodians, fund managers, and service providers.
• Manage a high volume of communications and ensure timely follow-through.
• Support Relationship Managers and collaborate with Investment and Tax & Estate Planning teams.
• Assist with special projects and identify opportunities to improve processes and efficiency.

Skills

Attention to detail

Organizational skills

Communication skills

Client service mindset

Tools

CRM systems

Portfolio reporting

Banking software

Excel

Job description

$80K–$90K, Outstanding Benefits and PTO We are excited to be representing a highly respected firm seeking a Client Operations Associate to join their growing team.

Boston, MA | Hybrid – 3 days in office $80K–$90K, Outstanding Benefits and PTO We are excited to be representing a highly respected firm seeking a Client Operations Associate to join their growing team.

This is a hands‑on client service and operations role for someone who is proactive, curious, responsive, and enjoys a fast‑paced environment. You’ll work closely with Relationship Managers and collaborate across the firm, gaining exposure to client service, portfolio reporting, accounting, and investment operations.

What You’ll Do

• Assist with monthly portfolio reporting
• Maintain portfolio reporting and CRM systems
• Process account openings and ongoing account maintenance
• Handle client bill pay and investment‑related money movement
• Reconcile client bank, brokerage, and investment accounts
• Respond to requests from clients, custodians, fund managers, and service providers
• Manage a high volume of communications and ensure timely follow-through
• Support Relationship Managers and collaborate with Investment and Tax & Estate Planning teams
• Assist with special projects and identify opportunities to improve processes and efficiency

What We’re Looking For

• 2–4 years of experience in private client operations, middle office, fund accounting, banking, insurance, custodial services, RIA, or a similar environment
• Strong attention to detail and organizational skills
• Proactive and resourceful with a strong sense of urgency
• Intellectually curious and eager to learn
• Highly responsive, dependable, and flexible
• Comfortable managing multiple priorities in a fast‑moving environment
• Strong communication skills and a genuine client‑service mindset

A great opportunity for someone looking to build a career in client operations, learn the business, and take on increasing responsibility within a collaborative team.

Compensation & Culture

• $80,000–$90,000 base salary + Bonus
• Generous PTO and Healthcare
• Opportunity to have meaningful impact within a growing investment firm
• Collaborative, entrepreneurial environment
• Long‑term opportunity for growth

Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry‑specific experience, education level, etc. to be considered!