Fund Servicing & Onboarding Specialist
Wellington Management Company
Wellington Management Company is seeking a Fund Specialist in Boston to provide high-quality operational and servicing support to investors. This role requires strong attention to detail and experience in investment management. Responsibilities include serving as a primary contact for fund inquiries, managing onboarding processes, and maintaining accurate investor records. Strong communication skills and the ability to manage multiple priorities in a collaborative environment are essential. The position offers a competitive salary range and comprehensive benefits. #J-18808-Ljbffr Wellington Management Company
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Fund Servicing & Onboarding Specialist in Boston, MA vacancy
- Wellington Management Company is seeking a Fund Specialist within the Investor Services team. This role demands high-quality operational and servicing... ...management. The Fund Specialist will be responsible for onboarding investors, maintaining data integrity, and...Suggested
$58k - $61k
Standish Management UK, located in Boston, Massachusetts, is seeking a dedicated professional to provide specialized fund administration services. The ideal candidate will respond to client and investor requests, assist with financial reporting, and maintain relationships...Suggested- ...Connect in Cambridge, MA, is seeking a detail-oriented Associate Services Specialist (Contract) to support client operations during a peak... ...involves providing high-quality support to associates, managing onboarding workflows, and collaborating with various internal teams....SuggestedContract work
$90k - $180k
...our clients. About the Role Overview The Fund Specialist sits within the Investor Services team and is responsible for delivering high-quality... ...point of contact for fund-related servicing requests, onboarding activities, and ongoing investor support, helping...SuggestedRemote workFlexible hours1 day per weekWellington Management
Boston, MA3 days ago$90k - $180k
...those of our clients. Overview About the Role The Fund Specialist sits within the Investor Services team and is responsible for delivering high‑quality... ...point of contact for fund‑related servicing requests, onboarding activities, and ongoing investor support, helping...SuggestedRemote workFlexible hours1 day per week$53k - $60k
...Department The HR Shared Services team at Franklin Templeton... ...Management, and Benefits. Our specialists provide Tier I support to employees... ...job postings, interviews, onboarding, and new employee orientation... ...Purchase of company funds with no sales charge Onsite...Work at officeLocal areaFlexible hoursFranklin Templeton
Boston, MA5 days ago$235k - $390k
Boston, United States | Posted on 03/03/2026 Fund Formation Associate (2-6 years) | VC and Growth Equity Sponsors | AmLaw 100 Our AmLaw 100 client is adding to its fund services team advising venture capital and growth equity sponsors in the U.S. and internationally....- Overview As an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950 billion in assets globally. You will maintain the books and records of Hedge/Hybrid and Private Equity funds, review fund governing documents...Work at office
- J.P. Morgan in Boston is seeking an Associate for its Securities Services - Alternative Fund Services team. In this role, you will administer and maintain the books for Hedge/Hybrid and Private Equity funds, ensuring compliance with internal policies. You will need 3+ years...
- Overview As an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950 billion in assets globally. You will maintain the books and records of Hedge/Hybrid and Private Equity funds, review fund governing documents...Work at office
- JPMorgan Chase & Co. is seeking an Associate for its Alternative Fund Services team in Boston. This role involves maintaining the books and records of Hedge/Hybrid and Private Equity funds, preparing periodic Net Asset Valuations, and coordinating with various stakeholders...
- A leading financial services firm in Boston is looking for an Associate I to manage the onboarding of complex assets within the Global Fund Servicing team. The successful candidate will take charge of the complete onboarding process, track reconciliations, and manage trade...
- Wellington Management in Boston is seeking a Fund Specialist to provide high-quality operational and servicing support to investors. This client-facing role demands... ...execution of fund servicing requests and onboarding protocols. The ideal candidate will have over 3...Flexible hours
$55k - $70k
...Sr. Client Service Representative At BBH, partnership is more than a form of ownership... ...relationships. The individual focuses on the Fund Accounting, Administration and Custody... ...services firm, known for premium service, specialist expertise, technology solutions and...Work at officeLocal areaBrown Brothers Harriman
Boston, MA3 days ago$52k - $106k
Specialist, (Non Supervisory), Fund/Client Accounting Representative II At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence...Temporary workWork experience placementWorldwideFlexible hoursBNY
Boston, MA2 days ago$60k - $70k
Allspring Global Investments is seeking a Managed Accounts Onboarding and Reporting Analyst in Boston, MA. This role entails delivering operational support, managing workflows, and ensuring accurate reporting and account maintenance in a hybrid work model. Candidates need...- EliseAI is seeking a Customer Education Specialist to enhance client onboarding by developing training strategies and conducting sessions. The role involves engaging with clients, creating educational content, and advocating for client needs within the team. Candidates...
$91.95k - $196.68k
...As the Fund Services Business Development Representative Sr. , you are responsible for selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbents have good working industry...Local areaRemote workRelocationFlexible hoursUMB Bank
Boston, MA4 days ago- Guidelight in Boston is seeking an HR Operations Analyst responsible for managing onboarding workflows and optimizing HR technology. The ideal candidate will ensure a seamless experience for new hires while enhancing operational efficiencies across processes. This role...Remote job
$52k - $70k
...enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we... ...ll make an impact in the following ways: Lead day-to-day fund accounting operations and NAV production functions for more complex...Temporary workWork experience placementWorldwideFlexible hoursBNY Mellon
Boston, MA4 days ago$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 at...$25.43 per hour
...Family Services Specialist Department: Child Care Choices of Boston Employment Type: Permanent - Full Time Location: Downtown Boston... ...to families seeking and receiving child care subsidies funded by the Department of Early Education and Care while guiding...Permanent employmentFull timeWork experience placementWork at officeAfternoon shiftAction For Boston Community Development
Boston, MA3 days ago- BNY Mellon is looking for a Senior Associate in Boston, MA, to conduct accounting services for clients and moderately complex funds. The ideal candidate will have a Bachelor's degree in accounting and 5-7 years of experience. This is a primarily in-office role with a strong...Work at office
$52k - $70k
BNY is seeking a skilled individual to lead day-to-day fund accounting operations, including NAV construction and reporting. The ideal candidate will have 3-5 years of experience in accounting support and a Bachelor’s degree in Accounting. This position offers a competitive...$55k - $70k
A leading financial services firm in Boston is seeking a Sr. Client Service Representative to support client relationships in fund accounting. The role involves monitoring client inquiries and ensuring service standards are met. Candidates should possess strong communication...$52k - $94.12k
...Job Description Who we are looking for Fund Administration, Senior Associates interact with all levels of professionals both... ...investment funds. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you...Temporary workFlexible hoursState Street Corporation
Quincy, MA1 day ago$52k - $94.12k
...A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day accounting...Temporary workFlexible hoursState Street Corporation
Quincy, MA3 days ago$52k - $94.12k
...Who we are looking for Fund Administration, Senior Associates interact with all levels of professionals both internally and externally... ...funds. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you...Temporary workFlexible hoursState Street Corporation
Boston, MA2 days ago$52k - $90k
BNY is looking for a Specialist, (Non Supervisory), Fund/Client Accounting Representative II to join their team in Boston, MA. This role involves leading operations for fund accounting support, overseeing complex NAV production, and ensuring efficient processes. The ideal...$27.47 - $34.34 per hour
...Academic Services Specialist The Academic Services Specialist provides administrative support... ...is involved in support for hiring and onboarding part-time faculty, including drafting... ...Insurance Eligibility for both University-Funded 401k and Employer-Sponsored 403b...Full timePart timeAfternoon shiftBoston College
Newton, MA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Fund Servicing & Onboarding Specialist. Be the first to apply!
Related searches
- experienced service advisor Boston, MA
- environmental service aide Boston, MA
- service delivery associate Boston, MA
- honda service advisor Boston, MA
- client services associate Boston, MA
- human services specialist Boston, MA
- family services specialist Boston, MA
- part time service advisor Boston, MA
- support services associate Boston, MA
- patient service associate Boston, MA