Investment Operations & Client Services Associate - Boston (Hybrid)
Atlantic Group
Atlantic Group is seeking a Client Service Associate in Boston, MA to support client account management and investment operations. The ideal candidate will have a bachelor’s degree and 2–4 years of experience in client service or investment operations, alongside strong analytical skills and attention to detail. This role offers the chance to work closely with investment professionals, preparing client reports and maintaining client records in a hybrid working environment. #J-18808-Ljbffr Atlantic Group
$120k - $150k
Job Overview - Client Services Associate (Investment Management) Compensation: $120,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Services... ...deliverables, and operational processes. The ideal candidate...OperationsWork at officeMonday to Friday$120k - $150k
Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA. This hybrid role supports investor servicing and client communications within an alternative investment environment. The ideal candidate will have a Bachelor’s degree and 4-6 years...Suggested$60k - $65k
...a leading middle‑market investment bank and full service broker‑dealer. With roots... ...is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility... ...marketing and day‑to‑day operations of a growing wealth...OperationsLocal area$65k - $80k
Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service Associate... ...client account management, investment operations, portfolio reporting, and...OperationsMonday to Friday- Moors & Cabot is hiring a Registered Client Associate in Boston, Massachusetts, to provide top-tier service and support to clients. This full-time role includes client... ...financial professionals, and is eligible for a hybrid work schedule. The successful candidate will hold...SuggestedFull time
$19 per hour
DEPARTMENT OVERVIEW The Client Services Department is responsible for the... ...New Member Experience Associate role is a hospitality individual... ...Fenway Park Premium Membership operations with Client Services team.... ...weekends and holidays. At the Boston Red Sox we go...OperationsHourly payWork at officeNight shift$48.4k - $60.5k
About the Job: The Senior Associate, Client Services is responsible for responding to and resolving a... ...customers, and patients. The incumbent operates in a support function within the fast... ...based on the primary location of Boston, MA is $48,400 - $60,500 per year. The...OperationsWork experience placementWork at office$65k - $80k
Boston, 600 Atlantic Avenue, 30th Floor, Boston,... ...Capital is a Global Investment Office acting for distinguished... ...portfolios for its clients tapping into its deep... ...The Client Service Associate located in Boston will... ...coordinating the portfolio operations for a range of...OperationsTemporary workWork experience placementWork at officeLocal areaFlexible hoursShift work- Masis Professional Group, a growing full-service investment firm in Boston, seeks a Registered Client Service Associate. This role supports Financial Advisors and maintains client accounts while ensuring accuracy and timeliness. The ideal candidate has over a year of experience...Remote jobWork at office1 day per week
$42.8k - $53.5k
...Client Services Associate The Client Services Representative is responsible for responding to and... ...customers and the patient. The incumbent operates in a supportive function within the... ...position based on the primary location of Boston, MA is $42,800 - $53,500 per year. The...OperationsWork at office- A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess...OperationsWork at office
- A growing full-service Investment firm is seeking a Registered Client Service Associate to join their team. This role is ideal for a highly organized and proactive individual... ...1+ years of experience in client service or operations within an RIA or investment management firm....OperationsWork at officeRemote work1 day per week
$60k - $70k
...motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will... .... Familiarity with brokerage or registered investment advisory firm operations. Strong mathematical aptitude; superb written and verbal...OperationsWork experience placementWork at office- ...Client Service Associate Investments, estate, tax and financial planning all under one roof. Hightower is... ...corporations. Hightower's capital solutions, operational support services, size and scale... ...weeks for secondary caregiver) ~ Hybrid model work schedule minimum of 3...OperationsPermanent employmentWork at officeLocal area
$70k - $90k
...Client Services Associate - Westwood, MA Westwood, MA 02090 Overview... ...while helping keep day-to-day operations organized and running smoothly... ...comprehensive guidance on investments, financial planning, tax... ...opportunity to discuss a hybrid schedule with your supervisor...OperationsFull timeTemporary workWork experience placementSummer workWork at officeImmediate startRemote workWork visaMonday to FridayFlexible hoursShift work$60k - $65k
...Client Service Associate Needham, MA Position Summary Focus Partners... ...primary point of contact for operational and service needs. You'll... ...the flexibility to work a hybrid schedule. Our hybrid model... ...in financial planning and investments, with a desire to grow and...OperationsInternshipWork at officeRemote work2 days per week- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate... ...experience within our Registered Investment Advisory Firm (RIA). The role serves... ...communication between clients, advisors, and operations. The ideal candidate is client-...OperationsWork at office
- ...Client Service Associate Boston, Massachusetts, United States About the Job... ...regional wealth management and investment services firm is looking... ...office and will have a hybrid schedule. Excellent opportunity... ...engagement Perform operational and administrative tasks...Work at office
$60k - $65k
...Partners Wealth is seeking a Client Service Associate to join our growing team!... ...point of contact for operational and service needs. You’ll... ...the flexibility to work a hybrid schedule. Our hybrid model... ...in financial planning and investments, with a desire to grow and...OperationsFull timeInternshipWork at officeLocal areaRemote work2 days per week$120k - $155k
Daley And Associates, LLC is seeking a Senior Investment Operations professional in Boston. This role involves managing treasury activities, overseeing operations with fund... ...of experience in investment operations. This hybrid position offers a competitive salary range of...Operations- Franklin Templeton is seeking a Manager - Investment Compliance in Boston, MA, to lead a team ensuring... ...This role involves managing compliance operations, mentoring staff, and interfacing... ...expertise in leading teams effectively. A hybrid work schedule is standard, offering...Operations
$120k - $150k
Daley And Associates, LLC is seeking a Revenue Accounting Manager in Boston for a hybrid position. This role is ideal for a strong accounting professional with leadership capabilities in revenue accounting operations, focusing on ASC 606 compliance and supporting a complex...Operations- A financial services company is seeking an Investment Operations Specialist to join their growing team in Boston, MA. The role is hybrid and involves processing securities trades, monitoring trade discrepancies, and coordinating cash flows. Candidates should have a Bachelor...Operations
- Vaco is seeking an Investment Operations Specialist to join our client's growing team. This hybrid position in Boston focuses on processing and reconciling securities trades, ensuring accurate transactions, and collaborating across teams. The ideal candidate holds a Bachelor...Operations
- TOIGO Foundation in Boston is hiring an Operations Analyst to contribute to the organization's investment and custodial operations. The analyst will work closely with internal... ...in Microsoft Office. The role offers a hybrid work arrangement, blending in-office and remote...OperationsWork at officeRemote work
- A financial services firm is seeking a Senior Fund Accountant in Boston, MA. In this hybrid role, you will oversee fund accounting activities, perform technical analysis... ...years of experience in fund accounting or investment operations. Strong Excel skills and an ability to...Operations
- SDL Search Partners, based in Boston, is looking for a Finance Manager to lead finance and accounting operations. This role requires managing a significant budget while ensuring... ...of financial operations but also offers a hybrid work environment and opportunities for...Operations
$125k - $150k
Accounting Manager - Boston - Hybrid A growing global professional services organization is seeking an Accounting Manager... ...and multi‑currency accounting operations Drive process improvements, strengthen... ....com for more information. #J-18808-Ljbffr Daley And Associates, LLCOperations$95k - $110k
Senior Finance Associate - Private Credit Leverage Management | Boston Hybrid | $95K-$110K Base + Bonus We're partnering with a leading global alternative... ...financing facility administration Partnering with investment, operations, and treasury teams on funding and portfolio...Operations$100k - $125k
Senior Finance Associate - Boston - Hybrid A leading alternative investment manager is seeking a Senior Associate, Fund Finance... ...reporting, investment operations, and cross-functional initiatives... ..., private equity, or financial services Strong understanding of U.S. GAAP...Operations
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