Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service & Portfolio Operations Associate

Partners Capital

A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess strong attention to detail, problem-solving skills, and proficiency in Microsoft Office applications. This position offers competitive compensation, exceptional benefits, and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr

Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Client Service & Portfolio Operations Associate in Boston, MA vacancy
  •  ...Analyst, Senior Analyst and Associate The Analyst, Senior Analyst...  ...responsible for working closely with Client Relations Representatives and...  ...the provision/refreshing of portfolio analyses with existing...  ...experience working with financial services advisors / money managers.... 
    Suggested
    Hourly pay
    Work experience placement
    Flexible hours

    Morgan Stanley

    Boston, MA
    3 days ago
  •  ...superior long-term investment performance and advice to our clients. We offer investment strategies and solutions where we...  ...otherwise determined by GMO.   Position Overview The Portfolio Operations Associate is responsible for ensuring the integrity of data... 
    Suggested
    Work at office
    Local area
    Worldwide
    Flexible hours
    3 days per week

    GMO

    Boston, MA
    4 days ago
  • $80k - $110k

    Associate, Portfolio Operations, Credit page is loaded## Associate, Portfolio Operations, Creditlocations: Bostontime type: Full timeposted on: Posted...  ...and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue... 
    Suggested
    Work at office
    Local area
    Remote work
    1 day per week

    Harbourvest Partners (U.K.) Limited

    Boston, MA
    3 days ago
  • $41.6k - $66.56k

     ...deep understanding of servicing bank loan debt held in...  ...have a background in client management, ,strong critical...  ...As Loan Services Associate 2, you will Performs...  ...and other Structured portfolios for various SSC...  ...of normal day to day operation, be responsible for identifying... 
    Suggested
    Temporary work
    Flexible hours

    State Street Corporation

    Quincy, MA
    4 days ago
  • $60k - $90k

     ...leading global financial services firm providing a wide...  ...'s employees serve clients worldwide including corporations...  ...consultants to build portfolios focused on what is...  ...), and Client Operations (new account workflow,...  ...Analyst, Senior Analyst and Associate roles are responsible... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Temporary work
    Work experience placement
    Local area
    Remote work
    Worldwide
    Flexible hours
    3 days per week

    Morgan Stanley

    Boston, MA
    20 hours ago
  •  ...our people to deliver superior customer service - focusing on how and why we do it. At...  ...join us? Position: Community Impact Operations Associate - Chicago, IL & Boston, MA Based Location...  ...Impact budgets Manage and support portfolio‑wide internal and external communications... 
    Work at office
    Flexible hours

    POAH Communities, LLC

    Boston, MA
    4 days ago
  • Longfellow Investment Management Co., LLC is seeking an experienced Portfolio Operations Analyst in Boston. This role involves providing exceptional back-office support for fixed income and equity portfolios, ensuring accurate execution of tasks such as reconciling cash... 

    Longfellow Investment Management Co., LLC

    Boston, MA
    20 hours ago
  •  ...Sourcing Operations Associate page is loaded Sourcing Operations Associate Apply locations Boston...  ...track competitive deal activity/sponsor portfolios Assist in screening target companies (...  ...and Data Work with Research Services, Data Science and IT teams to identify... 
    Full time
    Second job

    Bain Capital

    Boston, MA
    22 hours ago
  • $105k - $125k

     ...Senior Associate, Investment Operations Boston, MA | Hybrid Schedule | Full-Time | $105,000 –...  ...investment operations, fund accounting, portfolio oversight, and external service provider management, supporting...  ...-office activities across client portfolios and investment funds... 
    Full time
    Work at office

    Masis Professional Group

    Boston, MA
    20 hours ago
  • $60.8k - $76k

     ...transforming how we enhance customer experiences, streamline operations, and unlock new possibilities. Our teams are energized by innovation...  ...build the future together. The Crown Is Yours Senior Associate, Sportsbook Operations As a Senior Associate, Sportsbook... 
    Full time
    Immediate start
    Night shift

    DraftKings

    Boston, MA
    4 days ago
  • $65k - $80k

     ...management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what...  .... Position Description The Trade and Treasury Operations, Associate located in Boston will play a critical role in supporting... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Partners Capital

    Boston, MA
    1 day ago
  • $19.61 - $24.51 per hour

     ...Specialized Operations Associate Salary Range $19.61 - $24.51* WHO WE ARE: Saks Fifth Avenue...  ...and highly personalized customer service. Its unique approach combines an emphasis...  ...Fifth Avenue is part of Saks Global's portfolio of top luxury retail brands and real estate... 
    Full time
    Local area
    Flexible hours
    Day shift

    Saks Fifth Avenue

    Boston, MA
    2 days ago
  • $60k - $80k

     ...Dormont Manufacturing Co in Boston, Massachusetts is seeking a professional to manage client interactions and paperwork. This role involves processing account openings, scheduling meetings, and preparing financial reports. Candidates should possess at least a Bachelor... 
    Flexible hours

    Dormont Manufacturing Company

    Boston, MA
    21 hours ago
  • $22 - $24 per hour

     ...responsible for performing specialized operational securities processing activities in support...  ...of Class Action suits Process client instructions through manual entry into the...  ...part of a team to ensure superior client service. Participate in client presentations... 
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    Shift work

    Randstad

    Boston, MA
    5 days ago
  • $45k - $60k

     ...personal goals is the best way to help our clients and advance our business. We take that...  ...career. POSITION SUMMARY The Operations Specialist - Corporate Actions Reorganization...  ...cash projections. Client Service Communication of uninstructed positions... 
    Work experience placement
    Local area

    Brown Brothers Harriman

    Boston, MA
    2 days ago
  • $19.61 - $24.51 per hour

     ...highly personalized customer service. Its unique approach combines...  ...Avenue is part of Saks Global’s portfolio of top luxury retail brands...  ...reporting to the Merchandise Operations Team Supervisor/Manager, the Merchandise Operations Associate supports the daily operations... 
    Full time
    Flexible hours

    Saks Global

    Boston, MA
    2 days ago
  • $99k - $232k

     ...Specialty/Competency: Operations Industry/Sector: Asset and Wealth Management Time...  ...consulting specialise in providing consulting services on optimising operational efficiency and...  .... These individuals analyse client needs, develop operational strategies, and... 
    Full time
    H1b

    PwC

    Boston, MA
    5 days ago
  • $85k - $110k

     ...Job Overview iCIMS is seeking a Product Strategy & Operations Analyst with a strong strategy and financial orientation to help drive product strategy, investment decisions, product portfolio performance, and long-term growth. This role partners closely with Product... 
    Ongoing contract
    Temporary work
    Night shift

    iCIMS

    Boston, MA
    3 days ago
  • Brown Brothers Harriman is seeking an Operations Specialist in Boston to support capital actions and securities processing. You will...  ...notification input and transaction processing while ensuring excellent client service. The ideal candidate holds a BA/BS degree and has strong... 

    Brown Brothers Harriman

    Boston, MA
    4 days ago
  • $82.01k - $113.3k

     ...is currently progressing a diversified portfolio of investigational therapeutic...  ...a highly motivated Senior Laboratory Operations Associate with 3-5 years of hands‑on experience...  ...administration of laboratory instrument service agreements, remedial repair, scheduling... 
    Full time
    Temporary work

    Prime Medicine

    Watertown, MA
    3 days ago
  •  ...range of analytical testing services to clients across multiple industries, to...  ...companies in over 50 countries and operating more than 800 laboratories. Eurofins offers a portfolio of over 200,000 analytical...  ...level Seniority level Associate Employment type Employment type... 
    Full time
    Contract work
    Part time
    Work at office
    Monday to Friday
    Day shift
    Afternoon shift

    Eurofins PSS Insourcing Solutions

    Cambridge, MA
    4 days ago
  • $52k - $84.76k

     ...tax, compliance and middle office trade support services to hedge fund managers. AIS combines its...  ...real-time information. The responsibility of the operations group is to support clients by providing trade capture, portfolio pricing, trade confirmation and settlement services... 
    Temporary work
    Work at office
    Flexible hours

    STATE STREET CORPORATION

    Quincy, MA
    4 days ago
  • $95k - $120k

     ...DEPARTMENT OVERVIEW: The Strategy & Portfolio Operations team operates across all business units, with a particular focus on optimizing the performance of existing businesses and supporting the identification and execution of high-impact growth initiatives. This... 
    Work at office
    Relocation

    Fenway Sports Management

    Boston, MA
    2 days ago
  •  ...Our client, a life sciences services company, is seeking an Operations Support Specialist to provide onsite administrative and operational support within a large,...  ...Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon... 
    Full time
    Contract work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours

    Beacon Hill Staffing Group

    Boston, MA
    3 days ago
  • $112.3k - $143.6k

    Job Overview The Portfolio Operations leader drives superior product performance through advanced P&L management focusing on operating margin expansion efforts: VAVE, Product Line Simplification, and FPP (80/20 behavior). This role also owns the standard work processes... 

    Vontier

    Boston, MA
    2 days ago
  • $90k - $140k

     ...Insurance Segment Accounting Operations Associate Boston, Des Moines KKR is a leading global investment firm that offers alternative...  ...employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that... 
    Contract work
    Work experience placement
    Local area
    Work visa

    KKR

    Boston, MA
    5 days ago
  •  ...LIM Portfolio Operations Analyst Longfellow Investment Management Co., LLC (LIM) is an independent...  ...our nationally based, institutional clients. LIM is a certified Women's Business...  ...with custodians, counterparties, and service providers; effectively managing and resolving... 

    Longfellow Investment Management

    Boston, MA
    3 days ago
  • The UMass President's Office in Boston seeks a Business Associate to provide business, administrative, operational, and customer service support. This hybrid position involves coordinating activity among University departments, resolving issues, and engaging customer support... 
    Rotational program
    Work at office

    UMass President's Office

    Boston, MA
    20 hours ago
  • $19.61 - $24.51 per hour

     ...highly personalized customer service. Its unique approach combines...  ...Avenue is part of Saks Global’s portfolio of top luxury retail brands...  ...reporting to the Merchandise Operations Team Supervisor/Manager, the Merchandise Operations Associate supports the daily operations... 
    Full time
    Flexible hours

    Saks Global

    Boston, MA
    4 days ago
  • $19.61 - $24.51 per hour

     ...highly personalized customer service. Its unique approach combines...  ...Avenue is part of Saks Global's portfolio of top luxury retail brands...  ...reporting to the Merchandise Operations Team Supervisor/Manager, the Merchandise Operations Associate supports the daily operations... 
    Full time
    Flexible hours

    Saks Fifth Avenue

    Boston, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service & Portfolio Operations Associate. Be the first to apply!