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JobTitle

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Job Title

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Client Service Associate

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JobCode

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Job Code

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6934CK

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JobCategoryName

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Job Category

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Client Service/Relationship Mgmt.

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JobTypeName

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Job Type

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Permanent

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JobLocationName

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Job Location

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Boston - MA

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PublishOnDate

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Date Posted

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May 23 2023 12:00:00:000AM

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ExpireOnDate

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Expires On

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Jul 31 2023 12:00:00:000AM

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Responsibilities

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Responsibilities

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Pursuing a Client Service Associate to join a highly regarded Boston asset management firm's Commingled Funds Team. In this role, the Specialist/Associate will update and maintain client information including account openings, transactions, closings, and cash flows. This role offers long-term growth and exposure to many teams within the firm!

Position Responsibilities:
Update and maintain client information
 
Facilitate account openings, transactions, restructurings, closing, and cash flows 
 
Liaise with internal and external teams on behalf of the clients and coordinate calls with service providers
 
Organize commingled fund documentation
 
Provide exceptional client service to the firm's commingled funds clients
 
Ad hoc projects as assigned

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Qualifications

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Qualifications

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Position Qualifications:
Bachelor's degree with 2-4 years of client service or operations experience
 
Highly organized with a keen attention to detail
 
Excellent written and verbal communication skills
 
Ability to multi-task in a deadline driven environment
 
Ability to work collaboratively in a team environment and independently

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RequiredYearsOfExperience

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Required Years of Experience

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2

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AdditionalInfo

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Additional Info

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For more information, contact: Chris Kennedy (617)728-4100 | chris@fanning-boston.com