Client Service Analyst

Boston based investment firm looking to hire Client Service Analyst

This Jobot Job is hosted by : Kyle Truman

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Salary : $80,000 - $110,000 per year

A bit about us :

We are seeking to hire a Client Service Analyst. The ideal candidate is a team player with experience working in a fast-paced environment and who has previously held a similar position within the investment management industry or in fund administration.

He / she will be responsible for monitoring and responding to day-to-day client inquiries requiring close collaboration with our third-party fund administrators and internal teams.

A successful candidate will assist in many varied aspects of servicing clients, including but not to be limited to ongoing investor requests and questionnaires, oversight of the firm’s client portals, coordination with the firm’s fund administrators, and support for the Client Relationship Management (CRM) system.

Why join us?

Benefits :

• Competitive salary.
• Comprehensive benefits package to include medical, dental, vision, life, disability and 401(k) with employer matching.
• Paid leave and holidays.
• Collaborative and innovative work environment.

Job Details

Job Details :

We are seeking an enthusiastic, proactive, and detail-oriented Client Service Analyst to join our dynamic team. This role is pivotal in our organization as you will be the primary point of contact for our esteemed clients, managing their investment portfolios, and ensuring their satisfaction.

You will be part of a team that is the backbone of our investment management operation, working closely with investment professionals, investor relations, and fund administration.

This role is ideal for someone with a strong background in finance, a passion for client service, and a desire to work in a fast-paced, high-stakes environment.

Responsibilities :

1. Serve as the primary point of contact for clients, addressing their inquiries, concerns, and requests in a timely and professional manner.

2. Manage client investment portfolios, ensuring they align with clients' investment objectives and risk tolerance.

3. Collaborate with the Investor Relations team to maintain and improve client relationships, ensuring a high level of client satisfaction and retention.

4. Partner with the Investment team to understand and communicate investment strategies and performance to clients.

5. Work closely with the Fund Administration team to ensure accurate and timely reporting of client portfolio performance and other client-specific reports.

6. Participate in client meetings and calls, providing updates on investment performance and addressing client inquiries.

7. Identify opportunities to streamline and improve client service processes and procedures.

Qualifications :

1. Bachelor's degree in Finance, Economics, Business Administration, or related field.

2. A minimum of 2 years of experience in investment management, client service, investor relations, or a related role.

3. Strong understanding of investment products, portfolio management, and financial markets.

4. Excellent communication skills, with the ability to explain complex investment concepts in a clear and concise manner.

5. Proven ability to manage multiple client relationships and portfolios, with a strong focus on client satisfaction.

6. High level of professionalism, with the ability to interact effectively with clients and colleagues at all levels of the organization.

7. Strong problem-solving skills, with the ability to think critically and make sound decisions under pressure.

8. Proficient in Microsoft Office Suite, with strong Excel skills.

9. Knowledge of fund administration and reporting processes is a plus.

10. CFA, CFP, or similar certification is a plus.

Join us and be part of a team that values integrity, professionalism, and dedication. We believe in empowering our employees to grow, learn, and make a significant contribution to the success of our clients and our company.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.