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Client Service Associate

Client Service Associate

Partners CapitalBoston, MA, United States
2 days ago
Job type
  • Full-time
Job description

Founded in 2001, Partners Capital is a Global Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $60B in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. The firm employs more than 350 people across its eight offices located in Boston, New York, London, San Francisco, Paris, Singapore, Hong Kong and Dallas.

Partners Capital is diverse and inclusive, in people and in thought. Our meritocracy is enabled by fostering a truly inclusive and collaborative culture. We are proud to be an equal opportunity employer where diverse perspectives, backgrounds and experiences are valued.

Position Description

The Client Service Associate located in Boston will be responsible for coordinating the operations for a range of clients, serve as a primary point of contact to the Investment Teams managing client portfolios, and help to build our operational processes and procedures. The candidate will be supported by one or more junior team members in their range of responsibilities.

The candidate will be an integral member of the global Operations team and will report directly to a Principal in the Client Service Team. The candidate should be hardworking and must be able to interact with colleagues and third parties, prioritizing and completing multiple tasks and meeting deadlines. The candidate should have oversight experience in a similar capacity and must be willing to dive‑in to support the team on a daily basis. This role is client facing with both internal and external stakeholders, and thus a strong candidate will be comfortable interacting with clients and counterparties in a professional manner.

The company has a ‘small business’ atmosphere and attitude. The successful candidate should be ready for wide-ranging responsibilities in multiple areas and will be expected to be flexible and willing to do whatever it takes to contribute to the firm’s continued success.

Oversight and Team Development

  • Manage and develop junior team members who will support the candidate in their range of responsibilities on client relationships.
  • Assist with time management, prioritization, and communication skills.
  • Provide coaching and mentoring to junior team members. Draft and deliver mid‑year and end of year performance reviews for all assigned mentees.
  • Act as a primary escalation point for client teams on operational inquiries and day‑to‑day client responsibilities.
  • Develop a deep understanding of processes and middle and back‑office portfolio management systems.

Client Service Management

  • Drive excellence in operations and client service across a range of Institutional and Private client relationships.
  • Manage operations communication externally with clients and their counterparties. Investigate and work with internal teams to drive solutions and make recommendations where appropriate, and effectively communicate responses to all impacted stakeholders.
  • Oversee junior team members by ensuring all portfolio actions are executed in a timely and accurate manner.
  • Sign off on monthly “flash” reports, quarterly performance statements, and invoices for accuracy.
  • Review and sign off on the accuracy of execution instructions and alternative investment documentation prepared by junior team members. Prepare execution instructions where needed.
  • Coordinate execution of approved client brokerage transactions and wire transfers (e.g. capital calls).
  • Collaborate closely with the Investment Team and other internal stakeholders in managing client relationships (e.g. Compliance, Legal, Pooled Vehicles).
  • Attend periodic client team planning meetings and opine from an operations perspective.

    • Project and Strategic Initiatives

  • Assess and make recommendations to improve client service processes and procedures.
  • Collaborate across the team and Firm to implement process improvement initiatives.
  • Support the management team with strategic and tactical client service system development projects.

    • Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.

    Additional Responsibilities

  • Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
  • Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

    • Qualifications / Attributes

    The ideal candidate will have strong attention to detail, problem‑solving skills, and ability to multi‑task in a fast‑paced environment.

  • Prior experience (2‑4+ years). Investment operations experience is preferred.
  • Prior management or supervisory experience is a plus.
  • Ability to multi‑task and prioritize daily workloads while working efficiently and accurately.
  • Articulate self‑starter with strong analytical and organizational skills.
  • Strong attention to detail.
  • High proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
  • Excellent leadership, interpersonal, problem solving and communication skills.
  • High degree of integrity and professionalism with strong interpersonal and communication skills.
  • Team player who is willing to do whatever it takes to contribute to the success of the business.

    • Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results‑focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long‑term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.

    Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $65,000 – $80,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case‑by‑case basis.

    The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance‑based incentives and our profit share program.

    For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice.

    Seniority level

    Associate

    Employment type

    Full‑time

    Job function

    Customer Service and Consulting

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    Client Service Associate • Boston, MA, United States