Client Service Associate

A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a fast-paced environment! This is a great position for candidates who are personable and enjoy working in a client-facing role where you can build strong relationships with clients, focusing on their satisfaction, retention, and overall growth of the company. This is not a sales role, it s primarily to support client-related tasks to ensure smooth day-to-day operations. The firm has a fantastic start-up culture where everyone is friendly, eats lunch together (lunch is provided daily by the firm), and spends time together outside of work. You will have the opportunity to learn a lot from this role, build great relationships, receive a great benefits package and so much!

Client Service Associate Requirements:

1-3 years of experience in an administrative or client service role

Bachelor s Degree or Associate Degree required

Proficiency in Microsoft Office (Word, Excel), Outlook, Zoom, and Teams

Familiarity with CRM systems, DocuSign, and Adobe is essential

Dynamo experience is preferred

Financial services background and startup environment experience is a plus

Excellent multitasking and organizational skills to handle a high volume of work

Self-starter who is friendly and client-facing with excellent follow-up skills

Detail-oriented with strong problem-solving skills and the ability to anticipate client needs proactively

Client Service Associate Responsibilities:

Support day-to-day operations including managing investments, handling 270 clients and over 1000 contacts, and planning client events

Ensure accurate updating of CRM, run internal reports, and respond to investor requests

Assist with onboarding new clients and updating existing accounts

Coordinate with internal and external teams to maintain organized client records

Assist in producing investor report summaries and coordinating monthly/quarterly materials for internal management

Benefits:

100% Medical, Dental and Vision coverage for employees

Unlimited PTO

HSA contributions

Tax advisory services

Opportunities for growth

Start-up culture with flexibility in day-to-day activities, encouraging creativity in work flows

Daily lunches provided

Fully onsite with flexibility for occasional remote work as needed

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