Client Service Associate

Atlantic Group; Boston (MA); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Bonus

Job summary

Atlantic Group is seeking a Client Service Associate in Boston, MA to support client account management and investment operations. The ideal candidate will have a bachelor’s degree and 2–4 years of experience in client service or investment operations, alongside strong analytical skills and attention to detail.

This role offers the chance to work closely with investment professionals, preparing client reports and maintaining client records in a hybrid working environment.

Qualifications

• 2–4 years of experience in client service or investment operations.
• Exposure to investment management or related financial services.
• Strong proficiency with Microsoft Excel, PowerPoint, Outlook.

Responsibilities

• Assist with client account administration and related requests.
• Prepare and review investment documentation and related records.
• Support the preparation and review of client reports and presentations.
• Maintain client records and support AML/KYC documentation.
• Monitor client cash activity and ensure transaction accuracy.
• Support operational enhancements for improved client service.

Skills

Analytical skills

Attention to detail

Communication skills

Problem-solving skills

Organizational skills

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

CRM systems

Job description

Job Overview – Client Service Associate

Compensation: $65,000 – $80,000/year + bonus

Location: Boston, MA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Client Service Associate in Boston, MA for our client, supporting client account management, investment operations, portfolio reporting, and client service initiatives within an institutional investment environment. This opportunity offers broad exposure to alternative investments, portfolio operations, client servicing, and investment execution while working closely with investment professionals and senior client service team members. The ideal candidate will bring strong analytical skills, attention to detail, and a commitment to delivering exceptional client support.

Responsibilities as the Client Service Associate

• Client Support: Assist with client account administration, respond to client-related requests, and support the delivery of a high-quality client experience.
• Investment Execution: Prepare and review investment documentation, subscription and redemption materials, wire instructions, and related transaction records.
• Portfolio Reporting: Support the preparation and review of client reports, performance statements, presentations, and account documentation.
• Account Management: Maintain client records, update CRM systems, support AML/KYC documentation, and coordinate with custodians and third-party service providers.
• Operations Coordination: Monitor client cash activity, assist with capital calls and funding obligations, and ensure investment transactions are accurately tracked and recorded.
• Process Improvement: Support operational enhancements, reporting efficiencies, and ongoing initiatives designed to improve client service and operational effectiveness.

Qualifications for the Client Service Associate

• Education: Bachelor’s degree is required.
• Experience: 2–4 years of experience in client service, investment operations, fund operations, financial services, or a related field is required.
• Industry Knowledge: Exposure to investment management, wealth management, or related financial services environments is required.
• Technical Skills: Proficiency with Microsoft Excel, PowerPoint, Outlook, and CRM systems is required.
• Skills & Attributes: Strong analytical, organizational, communication, and problem‑solving skills with exceptional attention to detail, professionalism, and the ability to manage multiple priorities in a fast‑paced environment are required.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.