Mutual Fund Operations & Client Relations Associate
State Street
State Street in Boston is looking for a candidate who can manage operational workflows and develop strong client relationships in the financial services environment. The position requires 1-2 years of mutual fund operations experience and proficiency in MS Office 365 tools. Applicants will contribute to the success of the organization, ensuring service agreements are met while fostering collaboration and communication across departments. Generous benefits are included with the role. #J-18808-Ljbffr State Street
- ...firm in Boston is seeking an entry-level finance candidate to support various accounting tasks related to mutual funds. Responsibilities include assisting with daily operations, monitoring transactions, preparing reconciliations, and assisting with reporting. The ideal...OperationsInternship
$65k - $75k
...investment portfolios for its clients tapping into its deep... ...The Client Reporting Associate located in Boston... ...North America Client Operations team and will report... ...and input of fund manager performance data... ...and resolve any issues related to the generated and reviewed...OperationsTemporary workWork experience placementWork at officeFlexible hours$40k - $59.8k
...for a culture that puts its clients and associates first: a culture where... ...Perform clerical functions related to opening client accounts... ...branch office. Perform operational or administrative functions... ...e., check requests, wiring funds, address change, dividend information...OperationsWork at officeImmediate startFlexible hours$120k - $150k
Job Overview - Client Services Associate (Investment Management) Compensation: $120,000 - $150... ...requests, reporting deliverables, and operational processes. The ideal candidate... ...Respond to limited partner requests related to reporting, fund activity, performance metrics, and...OperationsWork at officeMonday to Friday$65k - $80k
...investment portfolios for its clients tapping into its deep... ...The Client Service Associate located in Boston will... ...the portfolio operations for a range of clients... ...paid to the terms of the funds (e.g., fee classes, minimums... ...controls, and any related issues are raised via...OperationsTemporary workWork experience placementWork at officeLocal areaFlexible hoursShift work- ...diverse team helping high-profile clients understand, analyze, and... ...currently seeking a Senior Associate to join our Business Tax... ...three years of experience of mutual fund tax BS/BA degree in accounting... ..., and safeguard business operations and company reputation. Pursuant...OperationsFull timeWork experience placementLocal area
- ...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...Minimum eight years of recent experience in mutual fund tax Bachelor's degree in Accounting... ..., and safeguard business operations and company reputation. Pursuant to the...OperationsFull timeLocal area
- ...support in Boston, MA. This role offers training and opportunities for growth within the Custodial Banking Operation. Responsibilities include assisting with mutual fund operations, monitoring transactions, and preparing reports. Candidates must hold a Bachelor's Degree in...OperationsInternship
- ...important people decisions. We help clients build better workplaces,... .... Overview As the Client Associate you will develop industry... ...and abilities to make client-related decisions independently. How... ...would impose an undue hardship on the operation of our business....OperationsFull timeLive outWork at officeLocal areaFlexible hoursShift work
$55k - $85k
...community dedicated to helping clients achieve their financial goals... ...The Registered Client Associate is a forward facing member of... ...when they arise Compliance, Operations, IT, Strategic Initiatives, Training... ...in Business, Finance, or related field ~ SIE licensed ~...OperationsFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$55k - $85k
...Registered Client Associate Boston, MA • Hybrid (3 days in office) • Full-Tim e About... ...other business functions (Compliance, Operations, IT, Strategic Initiatives, Training, etc... ...Associate Degree in Business, Finance, or a related field ~ SIE licensed ~ Series 7 and...OperationsTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$44k - $66k
...financial advisors and our clients. As a Client Associate/Registered Client... ...administrative and operational skills to help our... ...the transfer of funds and securities, complete... ...account forms and related paperwork, maintaining... ...success that is mutual. A comprehensive Total...Full timeFlexible hours$21.75 - $44.5 per hour
...Job Description: The Client Engagement Specialist (CES) plays... .... By leveraging business operations, technology platforms, and process... ...geographic differential associated with the location at which the... ...consistently using objective, job-related criteria such as relevant...OperationsHourly payContract workWork at officeLocal areaRemote workWorldwideShift work$260k - $365k
...talented Investment Funds, Registered Funds / BDC Associate (3–5 years of... ..., structuring, and operation of a wide range of... ...Responsibilities Advise clients on the formation,... ..., including: Mutual funds Exchange-traded... ...capital markets-related matters...Operations$15 - $40.87 per hour
...Registered Client Service Associate Registered Client Service Associates provide... ...general non-investment related questions concerning client... ...providing account balances (e.g., funds due and margin debit)... ...to equities, bonds, options, mutual funds, annuities, insurance,...Hourly payTemporary workWork at officeLocal area- ...platform. This is an excellent opportunity for an associate at a top-tier law firm looking to transition in-... ...Support the formation, structuring, launch, and ongoing operation of private investment funds and related investment vehicles. Assist with fund governance,...OperationsFlexible hours
$60k - $70k
...qualified individual for the position of Client Service Associate. The individual selected for this... ...registered investment advisory firm operations. Strong mathematical aptitude; superb... ...partnership of fiduciary wealth management and related financial services firms. Focus...OperationsWork experience placementWork at office$52k
...Description Salary: $52,000 base plus OT and incentive The Client Services Data Operations Associate will be responsible for the maintenance and integrity... ..., and we may process your application and information relating to you in the United States, Ireland and other...OperationsWork at officeFlexible hours3 days per week$50k - $65k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to... ...as well as performing all related administrative functions. If... ...the accurate model and aid operation teams as needed; supervise... ...rollovers, other investment funding, and transfers to ensure that...Operations- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate... ...between clients, advisors, and operations. The ideal candidate is client-focused... ...correspondence Managing company policies that relate to client satisfaction standards and...OperationsWork at office
$19 per hour
...Client Services New Member Experience Associate The Client Services New Member Experience Associate role is a... ...Record and track all facilities-related work orders throughout the season... ...all Fenway Park Premium Membership operations with Client Services team. Participate...OperationsHourly payWork at officeNight shift$290k - $390k
...Fund Formation & Investment Management Associate Attorney Location: Boston, MA (preferred)... ...formation, structuring, and operation of private investment... ...partnership agreements, and related governing documents.... ...collaboratively with partners and clients to manage complex...Operations$90k - $157.5k
...Paralegal, AVP in Boston, MA, to manage legal administration for mutual fund clients. The ideal candidate will collaborate closely with legal... ...should have a Bachelor's degree and at least six years of related experience within financial services. The role offers a salary...Operations- Cambridge Associates LLC in Boston is looking for a Treasury Analyst... ...and security transactions for client portfolios. The role requires... ...complex transactions in hedge funds and private equity. Ideal... ...administration, understanding of Treasury Operations, and strong skills in MS...Operations
$55k - $60k
...concept of rotating popup restaurants inside offices. Today, we operate in 45 cities with over 100 million meals served and... ...and look forward to every day. Position Overview: As a Client Success Associate you will play a key role in managing day-to-day operations...OperationsFull timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hours- Join JPMorganChase as a Fund Service Vice President... ...in fund servicing operations while driving impactful... ...oversee service delivery to clients, focusing on oversight... ...skills to drive mutually beneficial outcomes.... ...successful management of related tasks and responsibilities...Operations
- ...Product Management, Associate Director Are you ready to make an... ...and modernization of DTCC's client connectivity portfolio, bringing... ...adoption of cloud-native and hybrid operating models. Partnering closely... ...Minimum of 8 years of related experience as a Product Manager...Operations
$70k - $80k
Voya Financial is seeking an entry-level Customer Relationship Associate to handle inbound calls, assisting retail customers with their... ...for incentives based on performance. Responsibilities include client service requests, account setup assistance, and learning financial...Work at office- ...important roles in the fund accounting cycle and have... ...a global network of operational teams, providing oversight... ...process of new client mandates Develop a thorough... ...and technical nature of mutual fund accounting and administration... ...Operations or related experience in fund...OperationsWork at office
$70k - $80k
Voya Financial, Inc. is looking for an entry-level Customer Relationship Associate in Boston, MA. This position is crucial in managing inbound calls and providing exceptional client service, laying the groundwork for a career in wealth management. Candidates should have...
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