Client Service Associate

Location: Hybrid in Boston (3 days/week in-office)

Compensation: $80,000 – $90,000 base + 25% performance bonus

We are seeking a proactive and detail-oriented Client Service Associate to join our client's North America Client Service team. In this role, you’ll support Relationship Managers in delivering a best-in-class experience to institutional clients by coordinating client engagements, managing account data, and supporting communications across internal and external stakeholders.

Key Responsibilities:

• Support Relationship Managers with client servicing and engagement
• Maintain and update client information and assist with account activity
• Coordinate client meetings, prepare materials, and document key takeaways
• Communicate across departments (Compliance, Operations, etc.) and with clients
• Tailor responses and follow-up based on client-specific needs
• Identify cross-sell opportunities and assist with proposal development

Qualifications:

• Bachelor’s degree required; strong academic track record
• 3–6 years’ experience in investment management, financial services, or operations
• Strong communication, organizational, and multitasking skills
• High attention to detail and ability to see deliverables through to completion
• Independent judgment and collaborative mindset

Why Join Us:

This hybrid role offers exposure to institutional client relationships, hands-on involvement in client engagement strategy, and the opportunity to work closely with senior professionals across the firm.

Apply now to be part of a collaborative team delivering excellence in client service.