Client Services Treasury Associate
$100k - $130kKKR
Client Services Treasury Manager – Global Treasury Lead KKR is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. Company Overview KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. Role Summary The Global Treasury team within the Global Markets Operations group supports all treasury and cash management operations. This role will play a critical leadership role in shaping and scaling the joint operating model between Global Treasury and KKR Client Services across all asset classes, including credit, private equity, and co-investments. Key Responsibilities Act as a senior liaison to investors and internal stakeholders on investor related treasury matters, ensuring proactive communication and high-touch client service. Develop thought leadership and reporting frameworks to provide insights into treasury operations and investor capital movements. Lead the development and execution of a global client servicing model for treasury operations. Drive strategic initiatives that improve investor experience and operational efficiency across multiple asset classes. Oversee end-to-end client treasury servicing, including capital calls, distributions, wire instruction management, and cash settlement processes. Establish governance frameworks and escalation protocols with third-party fund administrators and banking partners. Lead initiatives to strengthen risk management, SOX compliance, and audit readiness across treasury client operations. Partner with senior leadership across Client Services, Treasury, Legal, and Finance to design and implement policies, controls, and best practices. Champion the implementation of treasury management systems, inquiry management tools, and automated reconciliations. Drive global process realignment initiatives that enhance scalability, transparency, and control. Define and standardize workflows that reduce reliance on email-driven communications and strengthen cross-functional collaboration. Qualifications Bachelor’s degree with a strong academic record; advanced degree a plus. 4-6 years of relevant experience, preferably in treasury management, client servicing, financial operations, or related fields within alternative asset management or financial services. Demonstrated success in leading client-facing treasury or operations teams with a global scope. Deep understanding of capital flows, cash management, and investor servicing in private equity, credit, and co-investment structures. Proven track record of driving process transformation, system implementations, and risk management initiatives. Superior verbal and written communication skills; ability to engage senior stakeholders and clients. Highly organized; ability to manage competing priorities in a fast-paced, high-pressure environment. Strong leadership presence; ability to mentor and develop junior team members. Resilient, collaborative, and solutions-oriented with a continuous improvement mindset. Compensation Base Salary Range: $100,000—$130,000 USD. Employees may be eligible for a discretionary bonus based on individual and team performance. EEO Statement KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. Additional Information Location: Boston, MA. Employment Type: Full-time. Seniority Level: Mid-Senior level. Job Function: Other. Referrals increase your chances of interviewing at KKR. #J-18808-Ljbffr KKR
$110k - $140k
...funds and insurance subsidiaries. Role Overview The Global Treasury team is within the Global Markets Operations group at KKR and... ...scaling the joint operating model between Global Treasury and KKR Client Services across all asset classes, including credit, private equity,...SuggestedLocal areaShift work$128.4k - $235.3k
...better working world. Our Global Advisory Services team is a dedicated and market‑leading national practice, supported by treasury professionals in a diverse range of areas.... ...ready with tailored treasury insights our clients can rely on, every time. As a Treasury Manager...SuggestedContract workWork experience placementSummer holidayWork at officeFlexible hours$128.4k - $235.3k
...better working world. Our Global Advisory Services team is a dedicated and market-leading national practice, supported by treasury professionals in a diverse range of areas.... ...ready with tailored treasury insights our clients can rely on, every time. As a Treasury Manager...SuggestedContract workWork experience placementSummer holidayWork at officeFlexible hours$110k - $140k
Dormont Manufacturing Co is seeking a Treasury Operations Leader for their Boston office. This role will involve managing client engagements, overseeing treasury servicing, and driving process improvements across various asset classes such as private equity and credit....SuggestedWork at office$100k - $130k
A global investment firm is seeking a Client Services Treasury Manager in Boston, MA. This role involves leading strategic initiatives in treasury operations and enhancing client experiences. Candidates should have a Bachelor's degree and 4-6 years of relevant experience...Suggested- ...Associate In J.P. Morgan Alternative Fund Services As an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers... ...We provide administration services to more than 150 clients across all alternative asset classes. Job...Work at office
- ...We are seeking an Accounting Associate to join our Family Office team... ...receivable, loan and services such as preparation of invoices... ...and ensuring timely deposits Treasury management: process and reconcile... ...accounting or related experiences, client service-oriented experience...Work at office
$34.32k - $90k
...POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the market as well as general management support... ...support) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift$25 per hour
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...includes relationship managers, treasury management officers and... ...provide a suite of products and services that serve companies of this... ...with current and prospective clients is a key element of this role... ...experienced Commercial Banking Associates We’re excited to talk to you...Local areaFlexible hours$42.8k - $53.5k
...About the Job The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient. The...Work 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...Worldwide
- ...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 to learn and grow alongside...
$70k - $85k
...developing investment solutions at scale for its clients. Managing $13+ billion in assets ,... ...technology innovation, and client-first service , Concentric offers an innovative... ...We are seeking a dynamic Client Service Associate to support our client service operations...Work at officeFlexible hours$60k - $65k
...Focus Partners Wealth 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 advice aligned with...InternshipWork at officeLocal areaRemote work2 days per week- ...looking to build a career in investment operations with a globally respected investment office? We're seeking a motivated Client Service Associate to join our collaborative Client Service team, where you'll gain hands‑on experience supporting sophisticated client portfolios...Work at office
$45.42k - $65.55k
...The Client Service Associate is key to providing excellent customer service and meeting our policyholders’ and agents' needs. The Client Service Associate is responsible for responding to, documenting, and resolving various types of inquiries (policies, claims, billing...Work at office$60k - $80k
...money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client... ...people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total...Local areaFlexible hours- ...poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...Full timeWork at officeLocal area
- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...Weekend workAfternoon shift
$33.84 - $37.41 per hour
...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$40k - $59.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (NR) assists one or more financial advisor(s) (FA...Work at officeImmediate startFlexible 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...Work at office$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...are valued. Position Description The Client Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hours$70k - $80k
...dedicated to enriching the lives of our clients. We use team-driven processes that go beyond... ...planning and investment management services to more than 90,000 households across 17... ...information, visit Position: Sr. Client Service Associate Location: Boston, Massachusetts – this...Full timeTemporary workWork at officeWork from homeFlexible hours$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$65k - $80k
...Client Service Associate – Investment Operations & Client Services Compensation: $65k - $80k A leading global investment advisory firm is seeking a Client Service Associate to join its Boston office. This individual will play a key role supporting client portfolio operations...Work at office- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary...Work at office
$70k - $80k
...Client Service Associate Boston, MA The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This...Work at officeLocal areaRemote work1 day per week
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