Job Title:
Client Service Associate
Job Code:
5617CK
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Apr 1 2021
Responsibilities:
Asset management firm located in Boston is actively seeking a Client Service Associate to join their Commingled Funds Team. The individual in this role will track and maintain client information, facilitate account openings, transitions, restructurings, closings, and cash flows. The ideal candidate will have strong business judgement, superior attention to detail, and have a solution oriented mindset with ideas on how to process improvement and automation.


Position Responsibilities:
  • Track and maintain client information, facilitate account openings, transitions, restructurings, closings, and cash flows
  • Communicate with internal and external parties and run regular calls with service providers
  • Coordinate fund documentation
  • Improve existing workflow procedures
Qualifications:
Position Qualifications:
  • Bachelor's Degree
  • 2-4 years of Client Service or Operations experience
  • Excellent interpersonal and organizational skills
  • Flexible and able to adapt to situations
Required Years of Experience:
2
Additional Info:
For more information contact: Chris Kennedy (617) 728- 4100 | chris@fanning-boston.com
Salary Range:
$75,000- $85,000
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