Job Title:
Client Service Assistant Manager
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Sep 22 2022
Expires On:
Oct 22 2022
  • •Act on escalation for direct reports including assisting in complex inquiries and client issues
  • •Collaborate with internal teams to conduct trainings and foster and strengthen team dynamic
  • •Develop and maintain internal and external relationships
  • •Listen, understand, and respond to requests in a timely manner to provide top level service to clients' needs
  • •Liaise with internal teams when needed for client responses
  • •Manage and complete requests defined by client service procedures including the delivery of recurring requests
  • •Provide insight to activities and identify areas of improvement or concerns to assist with ongoing client meetings
  • •Coordinate and facilitate the client onboarding process as well as provide support to client during the closing process
  • •Participate in meetings with potential and prospective clients regarding the client service model as well as the post- onboarding experience
  • •Bachelor's Degree with 6+ years experience within the financial service industry
  • •Highly organized with a keen attention to detail
  • •Excellent written or verbal communication skills
  • •Strong client relationships and management skills
  • •Team player within all levels of the organization
  • •Familiarity with investment and performance concepts as well as the ability to analyze these
  • •Knowledge of Salesforce
  • •Prioritize multiple projects in a fast-paced environment with competing deadlines
  • •Leadership experience including developing and supporting teams
  • •Demonstrate sound judgement and consider impacts on decisions
Required Years of Experience:
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 |
Salary Range:


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