Investment Operations & Client Services Associate

Atlantic Group

Boston (MA)

On-site

USD 65,000 - 80,000

Full time

3 days ago

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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.