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Client Associate - Boston

💼 Graduate Job

Boston

AI generated summary

  • The ideal candidate for this Client Associate position in Boston should have a Bachelor’s Degree, experience in a client-oriented office environment, proficiency in Microsoft Office applications (particularly Excel and Outlook), be detail-oriented and energetic. They should also have the ability to work as part of a team, manage competing priorities and deadlines, and possess excellent interpersonal communication skills to interact with senior personnel.
  • The Client Associate in Boston at Standish Management, LLC will be responsible for supporting clients and investors by granting portal access, updating information, assisting with onboarding, answering financial questions, completing audit documents, and assisting with ad-hoc projects such as reporting and wire preparation. They will also organize client information, communicate with the technology team, update AML databases, provide administrative support, engage in financial reporting and tax preparation, manage deadlines and client requests, handle sensitive data, and maintain relationships with clients and investors.

Graduate Job

Customer RelationsBoston

Description

  • Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Client Associate plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.

Requirements

  • Bachelor’s Degree required
  • Experience in a client-oriented office environment, preferably in a related industry
  • Proficiency in Microsoft Office applications, particularly Excel and Outlook
  • Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
  • Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
  • Proven ability to manage competing priorities and deadlines
  • Excellent interpersonal communication skills and ability to interact with senior personnel across the firm

Education requirements

Bachelors

Area of Responsibilities

Customer Relations

Responsibilities

  • Respond to client and investor requests including but not limited to:
  • Granting access to the investor portal
  • Updating investor information
  • Assisting with new investor onboarding
  • Financial information questions
  • Assist with completing audit documents
  • Assist with ad-hoc projects such as:
  • Financial and Tax reporting
  • Capital call and distribution tracking
  • Wire preparation
  • Compile and organize investor CRM information with updated and accurate client information
  • Communicate and provide information to the technology team to set up client portals
  • Run Anti-Money Laundering (AML) reports and update AML database as needed
  • Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
  • Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
  • Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
  • Responsibly secure and handle sensitive financial and personal data
  • Maintain dialogue and build relationships with client personnel and investors (LPs)

Details

Work type

Full time

Work mode

office

Location

Boston