Qureos Mentor

Atlantic Group

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 Overview
 
 
 
 A growing investment management organization is seeking a Client Service Associate to join its Operations team. This individual will support client account administration, investment operations, reporting, and day-to-day servicing activities for a diverse client base.
 
 
 
 
 
 
 
 
 The position offers exposure to multiple areas of the business, including client service, portfolio operations, reporting, cash management, and investment administration. The ideal candidate is detail-oriented, highly organized, and interested in building a long-term career within financial services
 
 
 
 
 
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 This role works closely with internal teams and external service providers to ensure operational excellence and a high level of client support.
 
 
 
 
 
 
 Responsibilities:
 
 
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 Support senior team members with day-to-day client servicing and operational activities.
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 Assist with account maintenance, client requests, documentation, and administrative tasks.
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 Prepare client communications, reports, and supporting materials for review.
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 Monitor account activity and coordinate with custodians, administrators, and other third-party service providers.
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 Maintain client records and ensure documentation remains accurate and up to date.
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 Assist with onboarding activities, account updates, and compliance-related documentation.
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 Support the execution of investment transactions, cash movements, and other operational requests.
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 Review and process investment-related documentation and transaction instructions.
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 Coordinate with internal teams and external partners to ensure transactions are completed accurately and on time.
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 Track and maintain operational activity using internal systems and reporting tools.
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 Assist with the preparation and review of client reports, account statements, and other deliverables.
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 Support internal teams with presentations, reporting packages, and client meeting materials.
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 Respond to inquiries from clients and external stakeholders in a professional and timely manner.
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 Participate in process improvement initiatives and operational projects.
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 Assist with maintaining internal controls, policies, and compliance procedures.
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 Qualifications:
 
 
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 Bachelor's degree required.
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 2-4+ years of experience within financial services, operations, client service, asset management, or a related field.
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 Experience working in a structured financial services environment preferred.
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 Proficiency with Microsoft Office, particularly Excel, PowerPoint, and Outlook.
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 Excellent organizational, analytical, and problem-solving skills.
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 Preferred Qualifications:
 
 
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 Exposure to investment operations, portfolio administration, trade support, or account management activities.
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 Experience working with custodians, fund administrators, brokerage platforms, or other financial service providers.
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 Exposure to alternative investments, private markets, or multi-asset investment environments is a plus.
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 Experience with CRM systems, portfolio accounting platforms, or operational reporting tools is beneficial.
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 #49390
 
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Client Services Associate (Investment Management)

Join Atlantic Group and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Atlantic Group

About Company

Client Services Associate (Investment Management)