Institutional Client Service Specialist

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

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,