Client Operations - Americas Servicing (Wirehouse) - Senior Analyst/Associate
$80k - $140kStage
Company Overview KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. 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. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. Team Overview KKR’s Client Operations team owns and operates most dimensions of the client lifecycle. We are responsible for the client interactions, underlying operating models, and overarching strategy related to client onboarding, product onboarding, capital activity, communications, inquiry servicing, offboarding, and more. Our mission is to provide a leading client experience. We are 60+ professionals committed to delivering exceptional service and building lasting relationships with our clients. Our team is global in every sense of the word – working across all asset classes, products, and geographies – to ensure that our clients have seamless and positive experiences with KKR’s products, services, and people. As such, we work closely with KKR’s Global Client Solutions ("KCS") and Global Wealth Solutions ("GWS"), Business Operations (Legal, Compliance, Treasury, Tax, Finance, Technology, etc.), and Deal teams. We are passionate about understanding our clients’ needs, providing leading solutions, and driving client satisfaction. Our team operates in a dynamic environment where problem‑solving, communication, and attention to detail are key. We prioritize a culture of empathy, responsiveness, and continuous improvement, where every team member is encouraged to share ideas and contribute to our clients’ success. Position Summary KKR seeks to recruit a professional to focus on support for KKR’s Global Wealth Investor Relations team, for registered and private products across all alternative asset classes. The ideal candidate will bring deep knowledge of registered and private fund administration and onboarding and platform (private banks, wirehouses, RIAs and independent broker dealers) operational processes. They will also deliver strong relationships across third‑party service providers (such as transfer agents and administrators) and their counterparts at our platform partners. This individual will work seamlessly within the Global Wealth Solutions business, supporting financial advisors and their relationship managers in set territories, as well as liaise frequently with the finance, investment, product, and legal/compliance teams of each of the relevant businesses at KKR. Responsibilities Field inquiries from financial advisors, investors & internal stakeholders regarding KKR investment offerings Support operational onboarding and implementation of KKR offerings on platforms (private banks, wirehouses, RIAs, custodians, and third‑party providers and independent broker/dealers) Help oversee and manage our relationship with third‑party service providers (transfer agents, administrators, outside counsel, and financial printers) Develop strong understanding of distribution partners’ operational platforms and processes and become resident KKR expert for advisor and KKR inquiries Liaise with KKR product teams, finance and third‑party transfer agents relating to client inquiries, problem resolution and reconciliation Assist with ad hoc projects / research to support Client Operations and GWS business initiatives Qualifications Bachelor’s degree required At least 3‑5 years of experience in investor relations, or a similar support role, ideally in the alternative investments industry Comprehensive knowledge of alternatives, with an emphasis on private markets products Proven expertise in the ongoing product management of alternative funds targeted at Accredited Investors and Qualified Purchasers Exceptional interpersonal skills, with a high degree of professionalism and the ability to represent KKR’s values in interactions with both internal and external stakeholders Strong communication skills Ability to manage multiple priorities simultaneously Mastery of Microsoft Office (Outlook, Excel, Word and PowerPoint) Familiarity with CRM and/or sales enablement and inquiry management tools (preferred) Series 7 and 63 (preferred) Compensation This is the expected annual base salary range for this Boston‑based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range: $80,000 – $140,000 USD #J-18808-Ljbffr Stage
$120k - $225k
Wellington Management Company in Boston seeks a Manager for Americas Client Service Operations to lead and manage the US CSO team. This role involves collaboration with various teams to enhance client experiences and operational support while driving transformation initiatives...OperationsSenior- Western Alliance Bancorporation's Western Alliance Bank seeks a Client Services Analyst III to manage a book of trust clients, focusing on CLOs... .... You'll deliver outstanding service, handle day-to-day operations, and manage deals with minimal supervision. You'll create...OperationsSeniorRemote job
- ...impactful solutions to our clients and investing... ...be used as needed.The Senior Associate, Client Marketing will... ...home office, platform, wirehouse, RIA, private bank,... ...groupsPartner with Commercial Operations to use internal and... ..., or financial services#LI-HybridThis USD base...OperationsSeniorFull timeWork at officeLocal areaRemote workHome office1 day per week
$85.1k - $161.7k
...the leading provider of professional services to the middle market globally, our purpose... ...in a world of change, empowering our clients and people to realize their full... ...Technology Consulting Services team. The Senior Associate will operate across multiple Epic engagements and...OperationsSeniorFull timeWork experience placementInternshipLocal areaImmediate start- ...years of account management, client relationship management or pre... ...in a consultative product or services environment; prior consulting... ...value propositions to senior client executivesThe role may... ...McKinsey’s client development, operations, and advisory teams to ensure...OperationsSeniorContract workApprenticeshipPrivate practiceEasy work
$90k - $180k
...objectives of institutional clients in more than 60 countries,... ...in Boston, the Client Service Operations Analyst will be part of the Client... ...support that aligns with Americas client regulatory expectations... ...market operations and associated regulatory requirements Well...OperationsFull timeRemote workFlexible hours1 day per week- ...KPMG is currently seeking a Senior Associate in Financial Due Diligence for... ..., and accounting advisory services including IPO assistance, carve... ...with senior executives of clients and target companiesAnalyze... ...and projected financial and operating trends, quality of earnings...OperationsSeniorH1bLocal area
- ...Solutions. You will immerse in FX/FS trading operations on the trading floor, working closely... ...environment. The Front Office Trading Services (FOTS) team provides global support for... ...Trading desks and acts as liaison with clients and internal partners. #J-18808-Ljbffr...OperationsSeniorWork at office
- ...future team member for the role of Senior Vice President, Client Service Executive to join our Client Services... ...with internal partners, as needed (Operations, Client Coverage, Product, and... ...Here’s a few of our recent awards:America’s Most Innovative Companies, Fortune...OperationsSeniorWork experience placementWorldwideFlexible hours
$128k - $252.5k
...Our Global Business Services (GBS) team serves as a... ...CAOs and other executive clients focused on captive and outsourced operations. We leverage Deloitte's... ...motivated and analytical Senior Consultant to join our... ...geographic differential associated with the location at which...OperationsSeniorLocal area$100k - $215k
...globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has... ...investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best....OperationsSeniorWork at officeLocal areaFlexible hours- ...Transaction, and Accounting Services in the middle-market. We have... .... CFOx is looking for a Senior Associate to work closely with the Vice... ...strategic financial insights, drive operational improvements, and support growth initiatives of our clients. This role requires a deep...OperationsSeniorInterim role
$90k - $265k
...0 investment, finance, and operations professionals located in Boston... ...capital, LMI has a single client mandate. This gives us the... ...portfolio, is seeking a Senior Analyst / Associate as the mandate executes on... ...renewables(v) energy transition(vi) services and software into the...OperationsSeniorWork experience placementLocal areaFlexible hours$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If... ...consulting and compliance services tailored exclusively to high... ...Middle East, Africa, Latin America and the Caribbean Who We Are... ...advisory organization with operations in nearly 100 countries and...OperationsSeniorFull timeSummer workH1bWork at officeLocal areaFlexible hours$100k - $115k
...impactful solutions to our clients and investing partners. As our... ...work arrangement. The Senior Associate, Client Onboarding will work... ...asset management or financial services, specifically servicing private... ...responsibility for client operations and service functions. Proficient...OperationsSeniorLocal area$100k - $160k
...PEPI - CFO Services – Senior AssociateA&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses... ...-on involvement in our clients' operations. Our job is to support PE firms to...OperationsSeniorPart timeFlexible hours- Wellington Management, based in Boston, seeks a Client Service Operations Analyst to join the Client Service Operations team. The role supports internal... ..., risk management, and scalable processes across Americas client regulatory expectations. The successful candidate...Operations
- Goldman Sachs Bank AG is seeking Wealth Management Professionals to provide exceptional client service and operational support in Boston. The role requires interpersonal skills, a commitment to excellence, and the ability to manage client relationships effectively. Applicants...Senior
$100k - $160k
...Overview A&M CFO Services work with private equity‑held portfolio companies and provide our clients with solutions to preserve and generate... ...in our clients’ operations. We support PE firms to ensure... ...outcomes. PEPI - CFO Services – Senior Associate CFO Services Pillars...OperationsSeniorPart timeFlexible hours$120k - $150k
Associate Actuary - North America Property PricingAt AIG, we are reimagining the way we... ...for AIG’s major insurance operating companies, globally. We... ...analysis and recommendations to senior management.Willing and... ...environment for our team and clients alike.Enjoy benefits that...OperationsFull timeWork at office$68.9k - $131.1k
...Country:United States of America Location:US-MA-MARLBOROUGH... ...businesses, world-class operations and investments in... ...Department is seeking a Senior Analyst, Engineering Services to join the team on-site... ..., the role, function and associated responsibilities, a candidate...OperationsSeniorTemporary workWork experience placementWork at officeRemote workFlexible hours$70k - $95k
Senior Investor Services Analyst The Senior Investor Services analyst is an integral... ...individual within the Gen II operations team. The role requires... ...to the Gen II sponsors and client service teams. Primary Responsibilities... ...of less experienced associates, and first‑level review of...OperationsSeniorFull timeWork at officeRemote work2 days per week$92k - $154k
...investment, finance, and operations professionals located... ..., LMI has a single client mandate. This gives us... ...Opportunity:The Transaction Services team sits at the heart... ...more complex.As a Sr Analyst on the Transaction... ...analytical support for senior team...OperationsSeniorOdd jobWork at officeLocal areaRemote workFlexible hours$80k - $90k
CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston, MA. Responsibilities include assisting with client reviews, maintaining CRM systems, and handling onboarding...OperationsSeniorFull timeWork at office- Western Alliance Bancorporation is seeking a Client Service Analyst III in Houston, TX to manage client relationships and deliver superior service... ...Leverage Finance Facilities. You will perform day-to-day operations, set up payment calculations in in-house systems, compile...Operations
- State Street in Massachusetts is seeking an AVP, Client Service and Operations Support for the Managed Account Servicing business. The role focuses on outsourced servicing for institutional asset and wealth managers offering managed accounts to affluent clients and family...OperationsSenior
- ...player is seeking a dedicated professional to join their Global Client Services Team. This role focuses on providing exceptional support to... ...5 years of experience in Fund Accounting or Investment Operations, showcasing their ability to analyze complex data flows and...Operations
- Guardant Health is seeking a Client Services Key Account Specialist in Boston, MA, to provide high-touch support for Key Accounts. You will... ...with Sales, Marketing, Billing, Software, and Clinical Operations, handling ABNs and complex documentation while delivering excellent...OperationsSeniorRemote job
- ...team helping high-profile clients understand, analyze,... ...currently seeking a Manager or Senior Manager to join our Business Tax Services practice.... ...looking considerations associated with tax-related developments... ...and safeguard business operations and company reputation....OperationsSeniorFull timePrivate practiceWork at officeLocal area
$65k - $95k
...at Masis Staffing (Fanning Personnel) Client Service Analyst Location: Newton, MA About the... ...supporting all aspects of the firm’s operations, investment management, and planning... ...plus a comprehensive benefits package. Seniority level Not Applicable Employment type...OperationsFull time
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