Client Service Associate
$60k - $70kAlumni Ventures
About Alumni Ventures Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,600+ companies. Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. With offices in Boston, New York, Chicago, Menlo Park, Manchester, NH, London and Tokyo we’re rapidly growing and committed to fueling entrepreneurial success while developing the next generation of VC professionals. We believe our best work happens when we’re together. AV operates as a 5-day-a-week, in-office culture because collaboration, mentorship, and shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands‑on exposure to venture capital, startup investing, investor relations, and fund operations. This role sits at the intersection of customer success, relationship management, investor communications, and financial services. You'll work closely with prospective and existing investors, Managing Partners, Community Managers, and cross‑functional teams to support fundraising initiatives, investor engagement activities, and operational processes. You'll help individuals navigate their journey with Alumni Ventures—from initial interest through investment and ongoing engagement—while developing expertise in client service, investor relations, venture capital, and business operations. This is an ideal opportunity for professionals who are eager to learn, take ownership, and grow their careers in a collaborative, fast‑paced environment. Through hands‑on training, mentorship, and direct exposure to senior leadership, you'll build valuable skills in communication, relationship management, project management, operations, and venture investing. While prior venture capital experience is not required, successful candidates are often interested in investing, entrepreneurship, startups, financial markets, or business strategy and are excited to learn about the venture capital ecosystem. What You'll Do Investor & Community Support Serve as a day‑to‑day point of contact for prospective and existing investors. Respond to investor questions through email, phone, webinars, events, and other communication channels. Provide timely, accurate, and thoughtful support using approved resources and internal playbooks. Help individuals navigate Alumni Ventures' offerings, processes, and community experience. Investor Support and Community Operations Build strong relationships with investors, community members, and internal stakeholders. Deliver a high‑touch, service‑oriented customer experience across the investor journey. Anticipate needs, identify issues, and help resolve questions with professionalism and empathy. Support investor onboarding and ongoing engagement efforts. Partner Support & Operations Collaborate closely with Managing Partners, Community Managers, and senior leaders. Support fundraising initiatives, fund operations, club programs, and syndication activities. Assist with virtual events, investor meetings, webinar preparation, and follow‑up activities. Help ensure smooth execution of key investor engagement and operational processes. Data, Reporting & Process Improvement Track engagement activity, investor interactions, and key business metrics. Help maintain clean and accurate data in HubSpot and other internal systems. Support reporting for Community Managers, Partners, and leadership. Identify opportunities to improve workflows, communication, and the overall investor experience. Strategic Projects Participate in special projects and cross‑functional initiatives. Support research, process improvements, pilot programs, and team priorities. Take on increasing ownership as your knowledge and experience grow. Who You Are We're looking for a client‑centered, detail‑oriented professional who is excited to grow in a collaborative, team‑oriented environment. Required Qualifications 1+ years of experience in customer success, client services, relationship management, account management, hospitality, recruiting, operations, financial services, consulting, or another customer‑facing environment. Effective written and verbal communication skills. Strong organizational skills and attention to detail. Ability to manage multiple priorities and follow through consistently. Demonstrated ability to build positive relationships and provide thoughtful support to customers, or other stakeholders. Ability to learn and effectively use new systems, tools, and business processes. Interest in learning about investing, venture capital, financial markets, startups, or related business topics. Preferred Qualifications Experience using HubSpot, Salesforce, or similar CRM platforms. Experience supporting clients, customers, members, investors, advisors, or other external stakeholders. Exposure to financial services, investing, venture capital, wealth management, banking, consulting, or related industries. Experience coordinating projects, events, webinars, or operational workflows. A Note to Candidates We recognize that talent comes from many backgrounds. If you're excited about this opportunity and believe you'd be successful in the role, we encourage you to apply—even if your experience doesn't align perfectly with every qualification listed above. Benefits & Perks We offer a flexible, employee‑first benefits program designed to support your health, financial well‑being, and life outside of work. Benefits begin shortly after hire and are designed to give you choice and flexibility based on your needs. Comprehensive health coverage with multiple plan options, including employer‑funded deductible support and HSA contributions Dental and vision plans with multiple coverage tiers Tax‑advantaged accounts including HSA, FSA, and commuter benefits (with monthly employer contribution) 401(k) with company match and immediate vesting Company‑paid life and disability insurance , plus optional supplemental coverage Additional support programs including EAP, health advocacy, and wellness resources Flexible, unlimited PTO and generous paid parental leave 11 company holidays Compensation The annual base salary range for this position is $60,000 - $70,000. In addition to base salary, eligible employees may receive equity, a corporate bonus, and a comprehensive benefits package, subject to the terms of the applicable plans and programs. Privacy Policy All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Privacy Policy #J-18808-Ljbffr
$65k - $70k
...Job Description Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...SuggestedInternshipWork at officeLocal areaRemote work2 days per week- ...remaining at the forefront of technological innovation and thought leadership in the financial services industry. Duties and Responsibilities Help to grow and maintain existing client relationships by processing client requests, resolving inquiries, and ensuring key client...SuggestedTemporary workWork at office
- ...This position reports to the Manager of Client Services For over 75 years, the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today, our family-owned company has a worldwide online presence, two state-of-the-art design...SuggestedWorldwide
$60k - $70k
...as a 5-day-a-week, in-office culture because collaboration, mentorship, and shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands‑on exposure to venture...SuggestedWork at officeImmediate startFlexible hours- ...Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity...Suggested
$70k
...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts... ...in providing a fast, high-quality client experience. As an Associate on the Client Service team As an Associate on the Client...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$65k - $80k
...bespoke investment policies reflecting each client’s unique circumstances and implements... ...The Position The Client Operations Associate located in Boston will support and work... ...support for senior members of the Client Service Team that engage directly with clients...Temporary workWork at officeFlexible hours- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management...Work at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley...Work at office- ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities:...
$60k - $65k
...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area- ...Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate in Boston, MA. This role focuses on high-touch administrative support to Financial Advisors, clients, and branch staff, with effective communication across multiple platforms. The candidate...
$65k
...Location: Boston, MA, Massachusetts Type: Perm (Contingency) Job #49538 Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid)...Permanent employmentMonday to Friday$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area$50k - $55k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The...Local area- SCS Financial, headquartered in Needham, MA, is seeking an Associate for the Client Service Solutions team to support client relationships, data maintenance, cashiering and money movements, and firmwide support functions. You will interface with custodian banks, lead onboarding...Work at office
$75k - $85k
...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown...Full timeWork at office$60k - $70k
Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional...Work experience placementWork at office- Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and...Work at office
- Action for Boston Community Development, Inc. in Downtown Boston is seeking a Client Services Representative to support the Energy Programs team. You will handle outreach, intake, verification and processing of Energy Program applications and manage client communications...Work at office
- State Street Corporation is seeking a Client Services Associate II in North Quincy, MA. The role is client-facing, supporting Transfer Agency clients and the business development manager, handling day-to-day issues and project planning. You will liaise with clients, launch...
$75k - $90k
Client Service Associate Boston Partners is a global investment advisor and a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners currently...$70k - $130k
Client Relationship ManagerHigh visibility client-facing role managing complex business queries and supporting a variety of client business... ...daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues• Manage...Temporary work$58.5k - $99.5k
...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our...Full timeTemporary workWork at officeFlexible hours$50k - $60k
...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist....Work experience placementWork at officeLocal area- SCS Financial is seeking an Associate to join the Client Service Solutions team in Needham, MA (or Portsmouth, NH). You will support client relationships, maintain client data, process money movements, and facilitate firmwide support functions. The role requires organization...Work at office
- World Insurance Associates LLC is seeking a Senior Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. You will provide excellent client service under a lead servicer, ensuring satisfaction and retention....
$41.6k - $60.32k
...suited for an early‑career individual who thrives in a structured, process‑driven environment and values teamwork, accuracy, and client service. Why This Role Is Important to Us The team you will be joining is part of State Street Global Delivery (SSGD), which provides...Temporary workLocal areaFlexible hours$31.2k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...TD Bank Group (TD) is hiring for a frontline client services role in Norwood, MA. You will greet clients, process routine transactions, and guide them to appropriate TD partners to help reach their financial goals. The position requires a high school diploma and customer...Weekend workAfternoon shift
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