Client Service Senior Associate – Investment Ops

Partners Capital Investment Group; Boston, Northern (MA, KY); Hybrid; USD 75,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Short-term disability insurance

Long-term disability insurance

Life insurance

Flexible spending accounts

Commuter benefits

Paid time off

401(k) plan with employer matching

Job summary

Partners Capital Investment Group seeks a Senior Associate, Client Service in Boston to support the Client Service and Investment Teams. You will manage client relationships, draft correspondence, monitor accounts, and assist with trade instructions and reporting.

Ideal candidates have 5+ years in investment operations or client service, a Bachelor's degree, and strong data, Excel, and CRM skills. Office-based role with potential for client-facing growth.

Qualifications

• 5+ years of work experience in investment operations or client service.
• Undergraduate degree with strong GPA/SAT scores.
• High attention to detail and data handling skills.
• Proficiency with Microsoft Office, especially Excel/PowerPoint/Outlook.
• Strong analytical, organizational and interpersonal skills.

Responsibilities

• Support Client Service Managers and Investment Teams in managing client relationships.
• Draft client correspondence and monitor client cash and accounts.
• Maintain CRM records and AML/KYC documentation.
• Prepare trade instructions, wire transfers, and cash management documents.
• Coordinate client brokerage executions and review monthly reports.

Skills

Client service

Investment operations

Data analysis

Excel

CRM systems

Education

Bachelor's degree

Tools

CRM systems

Microsoft Excel

Job description

Partners Capital Investment Group seeks a Senior Associate, Client Service in Boston to support the Client Service and Investment Teams. You will manage client relationships, draft correspondence, monitor accounts, and assist with trade instructions and reporting.

Ideal candidates have 5+ years in investment operations or client service, a Bachelor's degree, and strong data, Excel, and CRM skills. Office-based role with potential for client-facing growth.