Senior Client Services & Investment Operations Lead

Atlantic Group; Boston (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

Atlantic Group, a growing investment management organization in Boston, seeks a Senior Client Service Associate to join its Operations team. You will support client account administration, investment operations, reporting, and day-to-day servicing for a diverse client base.

The role offers exposure to client service, portfolio operations, reporting, cash management, and investment administration. Candidates should be detail-oriented, highly organized, and eager to build a long-term career in

Qualifications

• Bachelor's degree required.
• 2+ years of experience in financial services, operations, client service, asset management, or related field.
• Experience in a structured financial services environment preferred.

Responsibilities

• Support senior team members with day-to-day client servicing and operational activities.
• Assist with account maintenance, client requests, documentation, and administrative tasks.
• Prepare client communications, reports, and supporting materials for review.
• Monitor account activity and coordinate with custodians, administrators, and other third-party service providers.
• Maintain client records and ensure documentation remains accurate and up to date.
• Assist with onboarding activities, account updates, and compliance-related documentation.
• Support the execution of investment transactions, cash movements, and other operational requests.
• Review and process investment-related documentation and transaction instructions.
• Coordinate with internal teams and external partners to ensure transactions are completed accurately and on time.
• Track and maintain operational activity using internal systems and reporting tools.
• Assist with the preparation and review of client reports, account statements, and other deliverables.
• Support internal teams with presentations, reporting packages, and client meeting materials.
• Respond to inquiries from clients and external stakeholders in a professional and timely manner.
• Participate in process improvement initiatives and operational projects.
• Assist with maintaining internal controls, policies, and compliance procedures.

Skills

Client service

Organizational skills

Analytical thinking

Problem solving

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Atlantic Group, a growing investment management organization in Boston, seeks a Senior Client Service Associate to join its Operations team. You will support client account administration, investment operations, reporting, and day-to-day servicing for a diverse client base.

The role offers exposure to client service, portfolio operations, reporting, cash management, and investment administration. Candidates should be detail-oriented, highly organized, and eager to build a long-term career in