Investment Operations & Client Service Associate

Investment Operations & Client Service Associate
Boston, MA | Hybrid
$70,000–$80,000 + Bonus + Outstanding Benefits

Our client, a highly regarded global investment firm, is seeking a Client Service Associate to join its growing Boston team. This is an exceptional opportunity for someone looking to build a career in investment management while gaining hands-on exposure to portfolio operations, alternative investments, and client relationship management.
Working alongside experienced investment professionals, you'll play a key role in executing investment transactions, supporting sophisticated client portfolios, and ensuring a best-in-class client experience. This role offers broad exposure, meaningful responsibility from day one, and clear opportunities for long-term career growth.
What You'll Do

• Support client relationships and respond to investment-related requests
• Coordinate investment transactions, including subscriptions, capital calls, and wire transfers
• Prepare client reports, presentations, and investment documentation
• Partner with investment professionals, custodians, and fund administrators to ensure seamless portfolio operations
• Maintain accurate client records and assist with reporting, audit requests, and operational initiatives

• 2–4+ years of experience in financial services, client service, operations, or investment support
• Bachelor's degree required
• Highly organized with exceptional attention to detail
• Strong Excel and Microsoft Office skills
• Excellent communication skills and a proactive, team-first attitude
• Experience with alternative investments is a plus, but not required

If you're looking for a role that offers real responsibility, exposure to sophisticated investment strategies, and the opportunity to grow within a collaborative, high-performing team, we'd love to hear from you!

If interested, apply directly for more details.

*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!

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