Senior Client Service Associate (Investment)

The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job **The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and contributing to the development of operational processes and procedures. Supported by junior team members, this client-facing role involves managing relationships with both internal and external stakeholders, ensuring high-quality client service, and driving process improvements.Key *Manage and mentor junior team members, assisting with time management, prioritization, and communication skills.Act as the primary escalation point for operational inquiries, providing guidance and support to the team.Draft and deliver performance reviews for assigned mentees.Develop a deep understanding of processes and portfolio management systems.Ensure excellence in operations and client service for Institutional and Private client relationships.Oversee junior team members, ensuring timely and accurate execution of portfolio actions.Review and sign off on client reports, execution instructions, and investment documentation.Collaborate closely with the Investment Team and other internal stakeholders to manage client relationships.Participate in client team planning meetings, providing insights from an operations perspective.Assess and recommend improvements to client service processes and procedures.Collaborate with the team and firm on process improvement initiatives.Support strategic and tactical client service system development projects.****4-5+ years of experience, with a preference for investment operations experience.Prior management or supervisory experience is a plus.Strong attention to detail, problem-solving skills, and the ability to multi-task in a fast-paced environment.High proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).Excellent leadership, interpersonal, and communication skills.A team player with a high degree of integrity and professionalism, ready to contribute to the firms success.

Created: 2025-02-26