Job Title:
Client Reporting Associate
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Sep 22 2022
Expires On:
Oct 22 2022
  • •Utilize internal systems and sources to gather historical and current data and detail to draft, review, and format report contents
  • •Manage the writing cycle for a range of communications
  • •Ensure consistent messaging for all client reporting and communications for client reporting/communications with marketing content and materials
  • •Maintain and organize the online production of all client reporting
  • •Liaise with internal teams to respond to investor questions and requests
  • •Review and proofread a client content and communications
  • •Work with internal teams to better understand local client needs and enhance specific client communications
  • •Bachelor's Degree with 3-5 years of communications experience specifically performance reporting, and/or client communications
  • •Financial service experience preferred
  • •Strong editing and proofreading skills
  • •Exceptional written and verbal communication skills
  • •Ability to work independently and collaboratively in a team environment
  • •Highly organized with a keen attention to detail
  • •Ability to prioritize in a fast-paced deadline driven environment
  • •Work with all levels of the organization as well as external parties
  • •Proficiency with Microsoft Office Suite
Required Years of Experience:
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 |
Salary Range:


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