Fund Client Relations & Onboarding Specialist
$80k - $150kCFA Institute
CFA Institute is seeking a Fund Relationship Analyst to provide exceptional client service within the Funds Group. You will facilitate communication, manage client reporting, and coordinate fund-related queries. The ideal candidate has at least 2 years of experience in client service within the investment management industry. This role emphasizes strong relationship-building skills, project management capabilities, and effective communication. A college degree is required, with preferences for Python or SQL knowledge. The position offers a salary range of $80,000 – $150,000. #J-18808-Ljbffr CFA Institute
$130k - $200k
...Director Of Client Relations Blink UX is a trusted partner to some of the world's most forward-thinking companies, helping them create digital products and experiences that people love. We're growing fast—and we're looking for a high-performing, hunter-minded Director...SuggestedHourly pay$52k - $90k
Specialist, (Non Supervisory), Fund/Client Accounting Representative II At BNY, our culture allows us to run our company better and enables employees’... ...payment or compensation) at any time, including for reasons related to individual performance, change in geographic...SuggestedTemporary workWork experience placementWorldwideFlexible hours$28 - $32 per hour
...Avenue Boston, MA 02130, USA Client Services Full-Time... ...04018 Pet Insurance & Donor Fund Coordinator - Full Time (40 hrs... ...licensing process, covering all related training and exam costs.) 2+... ...Because this role requires rapid onboarding, candidates with the following...SuggestedHourly payFull time$238.77k - $280.9k
...Global Investment Services (GIS) Head of Client Coverage is a senior executive responsible... ...client relationships across custody, fund services, middle office, fund accounting,... ...applicable to an agreement, such as those related to ethics, safety, or operational procedures...SuggestedTemporary workWork at officeLocal area$120k - $180k
...the ordinary, working with extraordinary clients spanning every industry, regardless of their... ...Andersen, we are free from independence-related constraints that may hinder other firms.... ...Entities, Alternative Investment Fund Principals, Trusts and Estates. Managers...SuggestedFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$59k - $125k
...business by managing a portfolio of existing client relationships and cultivating new... ...specific client types or products such as Hedge Funds or Pensions. Prior experience in... ...compensation) at any time, including for reasons related to individual performance, change in...Temporary workWork experience placementLocal area$36 - $45 per hour
...meet the needs of our candidates and our clients. Our Recruiters will help you refine... ...management to provide guidance on employee relations and performance management issues Develops... ...Coordinate the completion of various onboarding activities and events Create,...Work at office$85k - $100k
...performance and advice to our clients. We offer investment... ...seeking an individual to join the Fund Administration team at GMO. The... ...Understand accounting entries as they relate to treasury functions.... ...that the Fund Administration Specialist will be in the office a...Work at officeLocal areaRemote workWorldwideFlexible hours2 days per week- Wellington Management Company is seeking a Fund Specialist within the Investor Services team. This role demands high-quality operational... ...investment management. The Fund Specialist will be responsible for onboarding investors, maintaining data integrity, and coordinating...
$19 - $24 per hour
...- driving real, measurable results for clients. At Zelis, AI is woven into the fabric... ...Position Overview The Chat Support Specialist serves as a primary point of contact for... ...inquiries, researching account and system-related concerns, and ensuring a positive...Full timeWork at officeLocal areaVisa sponsorshipFlexible hours$55k - $70k
Brown Brothers Harriman is seeking a Sr. Client Service Representative in Boston. This entry-level position involves servicing assigned client relationships with a focus on Fund Accounting and Custody disciplines. The ideal candidate should have a BA or equivalent and...$61.89k - $70k
...The GSD is Harvard's epicenter for scholarship and innovation related to the built environment. Our faculty and students address defining... ..., and faculty as needed. Support the stewardship of Annual Fund donors and prospects in partnership with the Annual Giving Team....Work at officeRelocation1 day per week- ...Remote Client Support Representative - Travel Somerville, Massachusetts, United States About the job Remote Client Support Representative... ...via email, phone, and messaging platforms Respond to travel-related inquiries in a timely, professional manner Assist with...Remote work
- ...ultra-high net worth private clients implement and manage custom investment... ...will lead complex client onboarding, transition, service change,... ..., wealth management or a related buy-side environment is essential... ..., Private Credit, Hedge Funds, and Real Assets would be advantageous...Full timeWork at officeLocal areaWorldwide
- ...team is the main tax point of contact for Clients, for 3rd party vendors, and for Client... ...and review process to ensure adherence to fund policies Research and respond to inquiries... ...in IRS sections and regulations related to 501(c)(3) and other exempt entities We...Local area
- .... Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers,... ...Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...years of recent experience in mutual fund tax Bachelor's degree in Accounting from...Full timeLocal area
- ...Involvement Committees to the ability to partner with exciting clients, we take our jobs seriously but have a great time in the process... ...Track participation in local events and maintain related data in Salesforce for budgeting and reporting Support client...Work at officeLocal areaFlexible hoursNight shift
- ...Park 6 Logistic is seeking a motivated and professional Client Support Associate to join our team in Boston, MA. In this role... ...Stable full-time employment. Valuable experience in client relations and business operations. Recognition for performance and contributions...Full time
- ...Foundation; impact investors such as TPG’s Rise Fund, Black Ambition, and the Impact Investors... ...integrate a focus on equity in all our client work. If you want to work with the market... ...and student groups Maintaining data related to recruitment activity via Applicant...Temporary workWork at office
$90k - $170k
...Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking... ...II’s standard of technical excellence, client service, and operational integrity.... ...Vehicles) management companies, and other related vehicles The salary range for this position...Work at officeRemote work3 days per week$94k - $141k
...are seeking a dynamic and highly motivated Fund Accounting Conversion/Fund Events Manager... ...AI to enhance operational efficiency and client satisfaction. This role will require you... ...to resolve any discrepancies or issues related to these fund events. Stay abreast of market...Full time- ...The Fund Accounting Manager oversees the daily operations of the fund accounting team... ...compliance with industry, regulatory, and client standards. Key Responsibilities Fund Accounting... ..., tax, compliance, and investor relations teams. Support new fund launches including...
$35 - $45 per hour
...00 million. About The Role Roo is looking for a Senior Client Support Enterprise Specialist who will facilitate positive user experiences for enterprise... ...Be the primary point‑of‑contact for enterprise‑related customer inquiries coming through support channels. Monitor...Hourly payRemote workHome officeFlexible hours$50 - $60 per hour
...Russell Tobin's client is hiring a Technical Recruiter in Boston, MA Employment Type:... ...and sourcing through offer management and onboarding support. Partner with hiring managers and... ...communications, and other recruitment-related activities. Provide market intelligence,...Contract workLocal area- ...professional to serve in a temporary contract role supporting employer relations operations, event coordination, systems management, and broader... ...discussed during the interview process. Certain visa types and funding sources may limit work location. Individuals must meet work...Temporary workLive inWork at office3 days per week
$65k - $80k
...Account Executive, Public Relations Inkhouse is part of Orchestra, a strategic communications... ..., and stories that stick to help clients build lasting influence. The company offers... ...high attention to detail Support onboarding and training of new team members, sharing...Work at office3 days per week$67k - $87k
...specializing in generational wealth preservation for ultra‑affluent clients. We analyze, acquire, and service top‑tier life‑insurance... ...carriers’ proprietary illustration systems and products Analyze funding options, replacement opportunities, and portfolio strategies...Work at officeWorldwide- ...POSITION SUMMARY: The temporary Client Support and Outreach Specialist plays a key support role for JVS’ innovative... ...client screening, intake, and onboarding activities; develop employment... ...and classroom settings in job search-related activities · Escort clients to...Full timeTemporary workLocal area
- ...advanced supply chain planning solutions. You will work closely with clients, leveraging your expertise in Kinaxis Maestro to drive... ...candidate possesses 4-6 years of relevant experience, a degree in a related field, and strong communication skills. We offer competitive...Remote job
- ...acquisition, employee and labor relations, compensation, organizational... ...operational components of onboarding, ensuring that new hires are... ...Consulting, Employee Relations & Client Service Lead the HR... ...process. Certain visa types and funding sources may limit work location...Temporary workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Fund Client Relations & Onboarding Specialist. Be the first to apply!
- part time customer representative Boston, MA
- customer service operations specialist Boston, MA
- client engagement specialist Boston, MA
- customer service specialist Boston, MA
- online customer service representative Boston, MA
- bilingual customer service representative spanish english Boston, MA
- client retention specialist Boston, MA
- financial customer service representative Boston, MA
- customer success specialist Boston, MA
- senior service representative Boston, MA




