The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!

Job Summary:

The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and contributing to the development of operational processes and procedures. Supported by junior team members, this client-facing role involves managing relationships with both internal and external stakeholders, ensuring high-quality client service, and driving process improvements.

Key Responsibilities:

• Manage and mentor junior team members, assisting with time management, prioritization, and communication skills.
• Act as the primary escalation point for operational inquiries, providing guidance and support to the team.
• Draft and deliver performance reviews for assigned mentees.
• Develop a deep understanding of processes and portfolio management systems.
• Ensure excellence in operations and client service for Institutional and Private client relationships.
• Oversee junior team members, ensuring timely and accurate execution of portfolio actions.
• Review and sign off on client reports, execution instructions, and investment documentation.
• Collaborate closely with the Investment Team and other internal stakeholders to manage client relationships.
• Participate in client team planning meetings, providing insights from an operations perspective.
• Assess and recommend improvements to client service processes and procedures.
• Collaborate with the team and firm on process improvement initiatives.
• Support strategic and tactical client service system development projects.

Qualifications:

• 4-5+ years of experience, with a preference for investment operations experience.
• Prior management or supervisory experience is a plus.
• Strong attention to detail, problem-solving skills, and the ability to multi-task in a fast-paced environment.
• High proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Excellent leadership, interpersonal, and communication skills.
• A team player with a high degree of integrity and professionalism, ready to contribute to the firm's success.