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NOTICE- Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
The Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing exception support to the Investment Team.
The candidate will be an integral member of the global Operations team and will report directly to a manager on the Client Service Team. The role has a wide-ranging responsibility and involves working with the Operations and Investment teams across all offices. The candidate should be hardworking and must be able to interact with colleagues and third parties, prioritizing and completing multiple tasks and meeting key investment and reporting deadlines. Additionally, over time this role may develop into a client facing position and thus a strong candidate will be comfortable interacting with clients in a professional manner.
The company has a “small business” atmosphere and attitude. The successful applicant 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.
Client Account Management:
Client Investment Execution & Reporting:
Process Improvements:
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.
Qualifications
The ideal candidate will have strong attention to detail, problem-solving skills, and ability to multi-task in a fast-paced environment. The candidate must possess an outstanding track record of accomplishments and strong interpersonal, communication, and client service skills.
Thanks,
Renu Goel
857-207-2676
renu.goel@yoh.com
Full Time
$70k-91k (estimate)
07/27/2024
08/15/2024
yoh.com
PHILADELPHIA, PA
3,000 - 7,500
1940
WILLIAM YOH
$50M - $200M
Business Services