- Supporting an array of client relationship management activities and client initiatives in both separately managed accounts and commingled funds
- Serving as a key point of contact along with client relationship managers for a subset of the firm's clients
- 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, communicating with clients and internal client teams, and coordinating trading plans with portfolio management team
- Collaborating across internal teams to resolve client concerns/issues
- Managing operational aspects of the client and investor onboarding process
- Maintaining internal client data system and ensuring client information in internal systems is complete and accurate
- Escalating client matters/concerns to Client Relationship Management when appropriate and collaborating on resolutions
- 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
-
Associate Director
3 weeks ago
Project Citizenship Boston, United StatesAre you passionate about positively impacting the lives of immigrants in Boston and beyond? Project Citizenship is seeking a dedicated Associate Director to join our dynamic team. As Associate Director, you will lead a core team of staff members and active volunteers, all committ ...
-
Associate Director
1 week ago
Tufts University Boston, United StatesOverview · New Entry Sustainable Farming Project (New Entry) improves our local and regional food systems by training the next generation of farmers to produce food that is sustainable, nutritious, and culturally-appropriate and making this food accessible to individuals regardle ...
-
Associate Director
2 weeks ago
Jessye Kass Consulting Boston, United StatesProject Citizenship · Position: Associate Director · Location: Boston, MA (hybrid) · Salary: $90,000 – $105,000, commensurate with experience · Are you passionate about positively impacting the lives of immigrants in Boston and beyond? · Project Citizenship · is seeking a d ...
-
Associate Director
1 week ago
Berkeley Research Group Boston, United StatesAssociate Director - Corporate Finance - Turnaround & Restructuring · 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 lender ...
-
Associate Director
3 weeks ago
YMCA Boston, United StatesAssociate Director - Aquatics, Woburn · Job Description · This position is primarily responsible, under the supervision of the Aquatic Director, for assisting in the planning, organizing, directing, budgeting and evaluating those programs within his/her program area in accordan ...
-
Associate Director
3 weeks ago
Northeastern University Boston, United StatesAssociate Director – Lab Operations page is loaded · Associate Director – Lab Operations · Apply · locations · Boston, MA (Main Campus) · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R124701 · About the Opportunity · Responsibilities: · ...
-
Associate Director
3 weeks ago
Lifelancer Boston, United StatesAbout the job Associate Director / Director AI Cheminformatics · Associate Director or Director, Cheminformatics · Cambridge, Massachusetts · Onsite, 1 day a week remote working · Generative AI, Drug Discovery, Pharmaceutical, Machine Learning, Artificial Intelligence · KEMI ...
-
Associate Director
21 hours ago
Northeastern University Boston, United StatesAssociate Director - PhD Programs · About the Opportunity · Job Summary · About the College of Arts, Media and Design · We are a vibrant community of creators, designers, technologists, and communicators applying creativity across disciplines and harnessing emerging technolog ...
-
Associate Director
2 weeks ago
YMCA Boston, United StatesAssociate Director - Aquatics, Woburn · Job Description · This position is primarily responsible, under the supervision of the Aquatic Director, for assisting in the planning, organizing, directing, budgeting and evaluating those programs within his/her program area in accordan ...
-
Associate Director
2 weeks ago
YMCA Boston, United StatesAssociate Director - Aquatics, Woburn · Job Description · This position is primarily responsible, under the supervision of the Aquatic Director, for assisting in the planning, organizing, directing, budgeting and evaluating those programs within his/her program area in accordan ...
-
Associate Director
2 weeks ago
S&P Global Boston, United StatesAnd Impact: Lead and mentor a talented team of software engineers, fostering a culture of collaboration, innovation, and continuous learning. Drive the development and execution of strategic initiatives to enhance software engineering processes and p Director, Associate, Software ...
-
Associate Director
3 weeks ago
YMCA Boston, United StatesAssociate Director - Aquatics, Woburn · Job Description · This position is primarily responsible, under the supervision of the Aquatic Director, for assisting in the planning, organizing, directing, budgeting and evaluating those programs within his/her program area in accordan ...
-
Associate Director
2 weeks ago
Lifelancer Ltd Boston, United StatesAssociate Director or Director, Cheminformatics · Cambridge, Massachusetts · Onsite, 1 day a week remote working · Generative AI, Drug Discovery, Pharmaceutical, Machine Learning, Artificial Intelligence · KEMIO are representing a global pharmaceutical company in Cambridge, M ...
-
Associate Director
3 days ago
Tufts University Boston, United StatesOverview · New Entry Sustainable Farming Project (New Entry) improves our local and regional food systems by training the next generation of farmers to produce food that is sustainable, nutritious, and culturally-appropriate and making this food accessible to individuals regardl ...
-
Associate Director
3 weeks ago
YMCA Boston, United StatesAssociate Director - Aquatics, Woburn · Job Description · This position is primarily responsible, under the supervision of the Aquatic Director, for assisting in the planning, organizing, directing, budgeting and evaluating those programs within his/her program area in accordan ...
-
Associate Director
3 weeks ago
YMCA Boston, United StatesAssociate Director - Aquatics, Woburn · Job Description · This position is primarily responsible, under the supervision of the Aquatic Director, for assisting in the planning, organizing, directing, budgeting and evaluating those programs within his/her program area in accordan ...
-
Associate Director
1 week ago
Proclinical Staffing Boston, United StatesAssociate Director, Digital Strategy - Permanent - Boston, MA · Proclinical is seeking a dynamic leader to spearhead the North America's digital strategy and implementation roadmap. This is a permanent position located in Boston, MA. · Primary Responsibilities: · This role is piv ...
-
Associate Director
2 weeks ago
Proclinical Staffing Boston, United StatesAssociate Director, Digital Strategy - Permanent - Boston, MA · Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. · Proclinical is seeking a dynamic leader to spearhead the North America' ...
-
Associate Director
3 weeks ago
Tufts University Boston, United StatesOverviewNew Entry Sustainable Farming Project (New Entry) improves our local and regional food systems by training the next generation of farmers to produce food that is sustainable, nutritious, and culturally-appropriate and making this food accessible to individuals regardless ...
-
Associate Director
21 hours ago
YMCA Boston, United StatesAssociate Director - Aquatics, Woburn · Job Description · This position is primarily responsible, under the supervision of the Aquatic Director, for assisting in the planning, organizing, directing, budgeting and evaluating those programs within his/her program area in accordan ...
Client Services Associate Director - 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 partnering 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:
