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

If you are sharp, friendly and passionate about providing top-notch service to clients, apply now!

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