Client Service Associate

Job Description

Description:

We’re Hiring! Hybrid boston investment firm

We are seeking a Client Service Associate to join our North America Client Service team! This is an exciting opportunity for someone passionate about the financial industry and eager to build a career in institutional client service, sales, or consultant relations.

Requirements:

What you’ll do:

Support Relationship Managers in client meetings and calls

Maintain and track client information

Communicate effectively with internal and external teams

Identify cross-sell opportunities and ensure a best-in-class client experience

What we’re looking for:

3-6 years of relevant client service experience (financial services/asset management)

Strong communication, organizational, and interpersonal skills

Detail-oriented, proactive, and team player mentality

Full-time

Hybrid remote