Client Services Associate (Investment Management)

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:

• Support senior team members with day-to-day client servicing and operational activities.
• Assist with account maintenance, client requests, documentation, and administrative tasks.
• Prepare client communications, reports, and supporting materials for review.
• Monitor account activity and coordinate with custodians, administrators, and other third-party service providers.
• Maintain client records and ensure documentation remains accurate and up to date.
• Assist with onboarding activities, account updates, and compliance-related documentation.
• Support the execution of investment transactions, cash movements, and other operational requests.
• Review and process investment-related documentation and transaction instructions.
• Coordinate with internal teams and external partners to ensure transactions are completed accurately and on time.
• Track and maintain operational activity using internal systems and reporting tools.
• Assist with the preparation and review of client reports, account statements, and other deliverables.
• Support internal teams with presentations, reporting packages, and client meeting materials.
• Respond to inquiries from clients and external stakeholders in a professional and timely manner.
• Participate in process improvement initiatives and operational projects.
• Assist with maintaining internal controls, policies, and compliance procedures.

Qualifications:

• Bachelor's degree required.
• 2-4+ years of experience within financial services, operations, client service, asset management, or a related field.
• Experience working in a structured financial services environment preferred.
• Proficiency with Microsoft Office, particularly Excel, PowerPoint, and Outlook.
• Excellent organizational, analytical, and problem-solving skills.

Preferred Qualifications:

• Exposure to investment operations, portfolio administration, trade support, or account management activities.
• Experience working with custodians, fund administrators, brokerage platforms, or other financial service providers.
• Exposure to alternative investments, private markets, or multi-asset investment environments is a plus.
• Experience with CRM systems, portfolio accounting platforms, or operational reporting tools is beneficial.

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