Senior Client Service Associate (Investment Firm)

Senior Client Service Associate (Investment Firm)

This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00 / yr - $115,000.00 / yr

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 plays a critical role in supporting the firm’s investment teams by acting as a primary liaison between portfolio managers and institutional clients. This individual is responsible for ensuring seamless communication, timely delivery of portfolio-related materials, and high-touch service to meet client needs. The ideal candidate is detail‑oriented, proactive, and thrives in a fast‑paced, client‑focused environment.

Key Responsibilities

• Serve as the main point of contact for investment teams and institutional clients regarding account‑related inquiries and servicing needs.
• Coordinate closely with portfolio managers, compliance, legal, and operations teams to respond to client requests and ensure alignment on deliverables.
• Prepare and review quarterly client reports, presentations, and investment materials; ensure timely and accurate delivery.
• Monitor and track client portfolio activity and performance reporting timelines.
• Develop a deep understanding of processes and portfolio management systems.
• 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.
• Lead staff team members, ensuring execution of portfolio actions, assisting with time management, prioritization, and communication skills.

Qualifications

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance

Industries

Staffing and Recruiting

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