- Supporting an array of client relationship management activities and client initiatives in both separately managed accounts and commingled funds
- Responding to and resolving client, consultant, and custodian inquiries in a timely and effective manner
- Managing internal and external communications
- Coordinating investor cash flow activity by tracking planned investor flows, ensuring timely review and sign-off of forms by administrator/transfer agents, communicating with clients and internal client teams, coordinating trading plans with portfolio management team, and ensuring transactions are successfully processed by all parties.
- Managing operational aspects of the investor onboarding process.
- Maintaining internal client data system and ensuring client information in internal systems is complete and accurate.
- Collaborating across internal teams to resolve client concerns/issues
- Escalating client matters/concerns to Relationship Management when appropriate
- Managing time‐sensitive projects
- Bachelor's degree is a requirement
- Proven organizational skills and the ability to work in a team environment with multiple responsibilities
- Excellent communication (written and oral) and interpersonal skills
- Analytical and structured thinking with a keen interest in how things work
- Willingness to investigate issues and follow through to resolution
- Proficiency with Microsoft Excel and Word
-
Senior Associate
3 weeks ago
Raw Selection Boston, United StatesTHE PRIVATE EQUITY FIRM · A Private Equity firm with over 35 years of experience investing in small and mid-size businesses in the digital infrastructure and technology services sectors. They aim to maximize long-term value through specialized expertise and collaboration with por ...
-
Senior Associate
2 weeks ago
Andersen Tax Boston, United StatesThe Firm · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most ...
-
Senior Associate
2 days ago
SS&C Boston, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Senior Administrative Associate
6 days ago
The Hollister Group Boston, United StatesSenior Administrative Associate · Our Non-Profit client in the Boston area is seeking a Direct Hire Senior Administrative Associate to join their team. This individual will support the team with project management and grant funding initiatives. · Applicants must be local and able ...
-
Senior Litigation Associate
3 weeks ago
Lateral Link Boston, United StatesLateral Link is partnering with an elite midsize firm seeking a Senior Associate with complex litigation experience. The firm frequently attracts people from much larger firms and provides work/life balance and competitive pay. This is the chance to work on complicated matters wi ...
-
Senior Operations Associate
3 weeks ago
SDL Search Partners Boston, United StatesSenior Operations Associate - Partnership Investments · Global private equity firm is hiring a Senior Operations Associate in their downtown Boston office. Ideal candidates will have at least two years of operations experience in the financial services industry, preferably from a ...
-
Senior Associate
1 day ago
Berkeley Research Company Boston, United StatesABOUT BRG CORPORATE FINANCE · The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders on companies that are either underperf ...
-
Associate/Senior Associate, Acquisitions
2 weeks ago
Shine Associates, LLC Boston, United StatesPOSITION SPECIFICATION · ASSOCIATE/SENIOR ASSOCIATE, ACQUISITIONS · Shine Associates, LLC has been retained to search, identify and recruit an Associate/Senior Associate, Acquisitions on behalf of our client ('Company'). This person will report directly to the Vice President and ...
-
Senior Associate Buyer
1 day ago
Wayfair Boston, United States**This position is based in Boston, MA. This is a hybrid role that requires a minimum of four days on-site per week.** · Who We Are · The Category Management team offers a unique opportunity to drive strategy for Wayfair's largest product categories through tight internal and ex ...
-
Associate Director/Senior Associate
3 weeks ago
JobRialto Boston, United StatesJob Description · Client Private Equity & Credit ("Client PE&C" or "PE&C") offers discretionary and non-discretionary investment management and other services with respect to private equity co-investments, private equity funds ("Fund-of-Funds"), mezzanine securities, leveraged s ...
-
Senior Marketing Operations Associate
2 weeks ago
Samuels & Associates Boston, United StatesThe Senior Marketing Operations Associate is a keystone position within the Marketing department at S&A and is in place to support department productivity and efficient operations. A logical thinker, problem solver, and lover of spreadsheets, this even keeled and driven multi-tas ...
-
Data Governance Senior Associate
1 week ago
firstPRO, Inc Boston, United StatesFirstPro is now accepting resumes for a Data Governance Senior Associate position based in Boston, MA. This role will focus on data governance and data quality, implementing tools, frameworks and data quality checks to improve the quality of data. This is a permanent, direct-hire ...
-
Senior Associate Director
4 days ago
Northeastern University Boston, United StatesAbout the Opportunity · Job Summary · Are you passionate about higher education and the impact it can have on individuals and communities? Do you have a proven track record in donor retention and alumni engagement? If so, we invite you to apply for the position of Senior Associ ...
-
Senior Research Associate
2 weeks ago
HireMinds LLC Boston, United StatesSenior Research Associate (High-throughput Biology) · Location: San Francisco, CA · HireMinds is representing an exciting new Bay Area client that is seeking your expertise. As a Senior Research Associate you'll join a team working in generative AI and synthetic biology. You'll c ...
-
Tax Senior Associate
2 weeks ago
Andersen Tax Boston, United StatesThe Firm · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most ...
-
Senior Tax Associate
9 hours ago
Fanning Personnel Boston, United StatesDeliver responsive client service in coordination with our financial planners, portfolio executives, and relationship managers · Review tax returns and plans prepared by other Senior Tax Associates or by Tax Associates · Prepare accurate and complete tax returns (Forms 1040, 1041 ...
-
Tax Senior Associate
2 days ago
Andersen Tax Boston, United StatesThe Firm · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the mos ...
-
Senior Program Associate
3 weeks ago
Project Bread Boston, United StatesProject Bread connects people and communities in Massachusetts to reliable sources of food while advocating for policies that make food more accessible-so that no one goes hungry. To assist us in meeting our mission, Project Bread is seeking a Senior Program Associate to join our ...
-
Senior Tax Associate
4 weeks ago
PKF O'Connor Davies, LLP Boston, United StatesOverview · We are currently seeking a Senior Tax Associate to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services. · Essential Duties · * Prepare individual, trust, estate, gift and foundation tax returns · * Prepare estate and trust ...
-
Marketing Senior Associate
9 hours ago
PPM Works Inc Boston, United StatesCompany Description · PPM Works is a full service Microsoft Work Management and Project and Portfolio Management consultancy, focused on OnePlan, Microsoft 365 and Project Platforms. · PPM Works believes in giving back to our families, our community, our teammates, and our envi ...
Client Services Senior Associate - Boston, United States - Arrowstreet Capital
Description
Client Services Team Overview
The Client Services Team at Arrowstreet serves as a key contributor to the overall client experience at Arrowstreet and works closely with the Client Relationship Management and Strategic Relationships teams to provide high-quality support to our client base.
The team is responsible for supporting all client related activities including managing internal and external daily inquires and requests from clients, consultants, and custodians.
Such activities also include facilitating investor onboarding and managing investor transactions for both new and existing investors.Responsibilities
The individual in this role will be responsible for developing and maintaining strong working relationships with internal business partners as well as clients by working closely with client relationship managers to meet the business objectives set out for each client and the firm.
The individual in this role will be responsible for ensuring client related activities are completed in a high quality, consistent and timely manner.
This individual will also be expected to work proactively with other internal teams to streamline and / or automate processes, where practicable.
The position will require a basic understanding of investment processes and ability to handle numerous tasks simultaneously while meeting critical deadlines.
Responsibilities include:
Ideal candidates will have experience working within the asset management industry with a focus on supporting clients. Candidates must be self-motivated and able to work under tight deadlines in a dynamic environment.
Candidates must also have solid communication skills, strong attention to detail and experience collaborating with internal teams, leading and prioritizing projects and managing time sensitive activities.
Other qualifications include:
