Client Service Associate

Boston Partners; Boston (MA); On-site; USD 75,000 - 90,000; Full time

Job summary

Boston Partners is a global investment advisor and premier provider of value equity products rooted in fundamental research. The Client Service Associate (CSA) plays a critical role in supporting institutional, sub-advisory, and high-net-worth client relationships in a fast-paced investment environment.

The CSA serves as a direct contact for clients and consultants, manages routine lifecycle needs, coordinates ad hoc requests, and works with Relationship Managers to deliver consistent,

Qualifications

• Bachelor’s degree in business/finance is a plus.
• Minimum of three years of experience with an investment management firm or equivalent.
• Strong understanding of global financial markets and product differences/characteristics.
• Experience with an institutional client base strongly preferred.
• Excellent verbal and written communication skills with demonstrated ability to analyze, prioritize, multi-task and work independently to meet deadlines.
• Strong working knowledge of AI-enabled business tools to apply them thoughtfully and responsibly to enhance productivity and client service outcomes.
• Reliable and well-organized, able to juggle several projects simultaneously.
• Excellent computer skills, including Microsoft Word and Excel; knowledge of FactSet, Varden and Microsoft Dynamics CRM is a plus.

Responsibilities

• Partner with Sales & Relationship Managers to support day-to-day client service and onboarding.
• Have an in-depth knowledge of all assigned client relationships including investment strategies, portfolio guidelines, and reporting requirements.
• Manage clients’ and consultants’ routine requests and maintain accurate, up-to-date client records.
• Research and gather data to respond to non-routine requests.
• Assist Relationship Managers in preparing for client meetings by facilitating data collation and presenting book requests.
• Coordinate and ensure timeliness, accuracy, and delivery of monthly and quarterly reporting packages for clients and consultants.
• Proficiently maintain several industry databases, onboarding, and reporting systems.

Skills

Client service

Relationship management

Financial markets

CRM

Data analysis

AI tools

Education

Bachelor’s degree in business/finance

Tools

FactSet

Varden

Microsoft Dynamics CRM

Excel

Word

Job description

Organization Overview

Boston Partners is a global investment advisor and a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners currently manages $156 billion in both US Domestic and Global/International products. We focus on investing in companies with attractive value characteristics and strong business fundamentals where there is a catalyst for positive change. The firm was founded in 1995 and maintains offices in Boston, New York, California, and London. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan.
Position

Client Service Associate
Department

532500 Client Services
Location:

Boston
Job Description

Organization Overview

Boston Partners is a global investment advisor and a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners currently manages $156 billion in both US Domestic and Global/International products. We focus on investing in companies with attractive value characteristics and strong business fundamentals where there is a catalyst for positive change. The firm was founded in 1995 and maintains offices in Boston, New York, California, and London. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan.
Position Summary

The Client Service Associate (CSA) plays a critical role in supporting Boston Partners’ institutional, sub-advisory, and high-net-worth client relationships. Serving as a direct point of contact for clients and consultants, the CSA manages routine lifecycle transaction needs, coordinates responses to ad hoc requests, and works closely with Relationship Managers to support the overall client experience. In this capacity, the CSA acts as a liaison across internal departments, provides backup coverage for assigned Relationship Managers, and helps deliver consistent, high-quality service in a fast-paced investment management environment.
Major Responsibilities

• Partner with Sales & Relationship Managers to support day-to-day client service and new account onboarding.
• Have an in-depth knowledge of all assigned client relationships including investment strategies, portfolio guidelines, and reporting requirements.
• Manage clients’ and consultants’ routine requests and maintain accurate, up-to-date client records.
• Research and gather data to respond to non-routine requests.
• Assist Relationship Managers in preparing for client meetings by facilitating the collation of firm-wide and product specific data and submitting presentation book requests.
• Coordinate and ensure timeliness, accuracy, and delivery of monthly and quarterly reporting packages for clients and consultants.
• Proficiently maintain several industry database, account onboarding, and reporting systems.

Requirements/ Qualifications

• Bachelor’s degree: concentration in business/finance is a plus.
• Minimum of three years of experience with an investment management firm or equivalent.
• Strong understanding of global financial markets and product differences/characteristics.
• Experience with an institutional client base strongly preferred.
• Excellent verbal and written communication skills with demonstrated ability to analyze, prioritize, multi-task and work independently to meet deadlines.
• Strong working knowledge of AI-enabled business tools to apply them thoughtfully and responsibly to enhance productivity, improve workflow efficiency, and support high-quality client service outcomes.
• Reliable and well-organized, able to juggle several projects simultaneously.
• Excellent computer skills, including Microsoft Word and Excel are required; knowledge of FactSet, Varden and Microsoft Dynamics CRM are a plus.

Special Requirements

• Job may require working beyond regular business hours on a periodic basis.

Compensation

The pay range for this position is $75,000-$90,000.
It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors, including relevant skills, training, experience, education, and, where applicable, licensure or certification obtained. Market and Firm factors are also considered. In addition to the base salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
We are an equal opportunity employer and value diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.