Client Service & Portfolio Operations Associate

Partners Capital; Boston (MA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with employer matching

Paid time off

Job summary

A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess strong attention to detail, problem-solving skills, and proficiency in Microsoft Office applications. This position offers competitive compensation, exceptional benefits, and opportunities for professional growth within a collaborative team environment.

Qualifications

• 2-4+ years of work experience preferred in investment operations.
• High degree of attention to detail.
• Ability to work efficiently and accurately under pressure.

Responsibilities

• Support the Client Service Managers and Investment Teams.
• Draft client correspondence and monitor accounts.
• Prepare accurate trade instructions and coordinate transactions.

Skills

Attention to detail

Problem-solving

Client service skills

Communication skills

Multi-tasking

Education

Undergraduate degree (any field)

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess strong attention to detail, problem-solving skills, and proficiency in Microsoft Office applications. This position offers competitive compensation, exceptional benefits, and opportunities for professional growth within a collaborative team environment.