Client Operations Associate
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CategoryAdministrative
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LocationBoston, Massachusetts
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TypeDirect hire
Client Operations Associate
Boston, MA | Hybrid – 3 days in office
$80K–$90K, Outstanding Benefits and PTO
We are excited to be representing a highly respected firm seeking a Client Operations Associate to join their growing team. Must have experience working with UHNW clients. Strong understanding and knowledge of PE, VC and Investment industry.
This is a hands-on client service and operations role for someone who is proactive, curious, responsive, and enjoys a fast-paced environment. You’ll work closely with Relationship Managers and collaborate across the firm, gaining exposure to client service, portfolio reporting, accounting, and investment operations.
What You’ll Do
Compensation & Culture
Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
#LI-HR1
Boston, MA | Hybrid – 3 days in office
$80K–$90K, Outstanding Benefits and PTO
We are excited to be representing a highly respected firm seeking a Client Operations Associate to join their growing team. Must have experience working with UHNW clients. Strong understanding and knowledge of PE, VC and Investment industry.
This is a hands-on client service and operations role for someone who is proactive, curious, responsive, and enjoys a fast-paced environment. You’ll work closely with Relationship Managers and collaborate across the firm, gaining exposure to client service, portfolio reporting, accounting, and investment operations.
What You’ll Do
- Assist with monthly portfolio reporting
- Maintain portfolio reporting and CRM systems
- Process account openings and ongoing account maintenance
- Handle client bill pay and investment-related money movement
- Reconcile client bank, brokerage, and investment accounts
- Respond to requests from clients, custodians, fund managers, and service providers
- Manage a high volume of communications and ensure timely follow-through
- Support Relationship Managers and collaborate with Investment and Tax & Estate Planning teams
- Assist with special projects and identify opportunities to improve processes and efficiency
- 2–4 years of experience in private client operations, middle office, fund accounting, banking, insurance, custodial services, RIA, or a similar environment
- Strong attention to detail and organizational skills
- Proactive and resourceful with a strong sense of urgency
- Intellectually curious and eager to learn
- Highly responsive, dependable, and flexible
- Comfortable managing multiple priorities in a fast-moving environment
- Strong communication skills and a genuine client-service mindset
Compensation & Culture
- $80,000–$90,000 base salary + Bonus
- Generous PTO and Healthcare
- Opportunity to have meaningful impact within a growing investment firm
- Collaborative, entrepreneurial environment
- Long-term opportunity for growth
Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
#LI-HR1
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