Client Services Associate

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

Job summary

Atlantic Group in Boston is seeking a Client Service Associate to support client portfolio operations, investment execution, reporting, and ongoing relationship management for sophisticated institutional and private clients. The role offers exposure to alternative investments and global investment operations, with a clear path to grow a long-term career in investment operations and client service.

You will collaborate with cross-functional teams, manage documentation, and ensure accurate trade

Qualifications

• Bachelor's degree required.
• 2–4+ years of professional experience in investment operations, financial services, wealth management, fund administration, or client service preferred.
• Strong attention to detail with the ability to manage and review large amounts of data accurately.
• Advanced proficiency with Microsoft Office, particularly Excel, PowerPoint, and Outlook.

Responsibilities

• Support client relationships with senior client service professionals and investment teams.
• Prepare and coordinate client correspondence, account documentation, and service requests.
• Maintain and update client records, including AML/KYC documentation and CRM systems.
• Coordinate with custodians, trustees, fund administrators, and other third parties to ensure timely resolution of client inquiries.
• Assist with audit, tax, and other client-related requests.
• Support the execution of client investment strategies across alternative investment portfolios.

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

Client Service Associate – Investment Operations & Client Services

Compensation: $65k - $80k

A leading global investment advisory firm is seeking a Client Service Associate to join its Boston office. This individual will play a key role supporting client portfolio operations, investment execution, reporting, and ongoing relationship management for sophisticated institutional and private clients.

This is an excellent opportunity for an individual looking to build a long-term career within investment operations and client service while gaining exposure to alternative investments, portfolio management, and global investment operations.

Responsibilities

Client Relationship & Account Management

• Partner with senior client service professionals and investment teams to support client relationships.
• Prepare and coordinate client correspondence, account documentation, and service requests.
• Maintain and update client records, including AML/KYC documentation and CRM systems.
• Coordinate with custodians, trustees, fund administrators, and other third parties to ensure timely resolution of client inquiries.
• Assist with audit, tax, and other client-related requests.
• Support the execution of client investment strategies across alternative investment portfolios.
• Prepare and review subscription, redemption, transfer, and wire documentation.
• Coordinate investment transactions, capital call funding, and cash management activities.
• Liaise with custodians and administrators to ensure timely trade settlement and accurate processing.
• Maintain accurate transaction records within internal systems.
• Review portfolio reports, performance statements, and invoices for accuracy.
• Assist in preparing client presentations, meeting materials, and portfolio updates.

Process Improvement & Operations Support

• Identify opportunities to improve operational workflows and enhance client service processes.
• Develop expertise in portfolio management and operational systems.
• Ensure adherence to internal controls, information security policies, and regulatory requirements.
• Collaborate with colleagues across global offices to support key operational initiatives.

Qualifications

• Bachelor's degree required.
• 2–4+ years of professional experience; investment operations, financial services, wealth management, fund administration, or client service experience preferred.
• Strong attention to detail with the ability to manage and review large amounts of data accurately.
• Advanced proficiency with Microsoft Office, particularly Excel, PowerPoint, and Outlook.
• Excellent organizational, analytical, and problem-solving skills.
• Strong verbal and written communication abilities.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Professional demeanor with exceptional client service and interpersonal skills.
• Collaborative, team-oriented mindset with a willingness to take on a broad range