What are the responsibilities and job description for the Client Services Associate position at Atlantic Group?
Our client in the Private Equity space is looking to bring on their 1st hire for the Client Service team here in the Boston area!
DETAILS:
- Position: Client Service Associate
- Location: Suffolk County, MA
- Schedule: 4 days in-office
- Compensation: $100K - $120K 15% Bonus Equity
REQUIRED TO APPLY:
- Must currently live in MA and be able to get into the office 4 days/week
- Bachelors Degree with a strong GPA required
- 3 years of client service experience within financial services (Private Equity, Asset Management, etc..) required
- Experience handling a number of funds
- Ability to work autonomously
- Experience with Salesforce is a plus
JOB DESCRIPTION:
- Oversee a high volume of materials, ensuring consistency in formatting, naming, and tracking, all while adhering to outlined procedures.
- Monitor firm-wide posting and communications based on intake forms, providing regular updates to key stakeholders on their status.
- Execute daily client communications through Sales and Marketing Cloud, managing campaigns, utilizing templates, and coordinating ad-hoc mailings as needed.
- Collaborate with Client Services leadership and team members to establish a global support and processing model, working with other teams to centralize operations and implement clear document management protocols.
- Take charge of executing well-coordinated communication plans, and work with internal departments to address unique situations and ensure effective internal management and controls.
Salary : $100,000 - $120,000
