What are the responsibilities and job description for the Senior Client Service Associate (Investment) position at Atlantic Group?
The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!
Job Summary:
The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and contributing to the development of operational processes and procedures. Supported by junior team members, this client-facing role involves managing relationships with both internal and external stakeholders, ensuring high-quality client service, and driving process improvements.
Key Responsibilities:
- Manage and mentor junior team members, assisting with time management, prioritization, and communication skills.
- Act as the primary escalation point for operational inquiries, providing guidance and support to the team.
- Draft and deliver performance reviews for assigned mentees.
- Develop a deep understanding of processes and portfolio management systems.
- Ensure excellence in operations and client service for Institutional and Private client relationships.
- Oversee junior team members, ensuring timely and accurate execution of portfolio actions.
- Review and sign off on client reports, execution instructions, and investment documentation.
- Collaborate closely with the Investment Team and other internal stakeholders to manage client relationships.
- Participate in client team planning meetings, providing insights from an operations perspective.
- Assess and recommend improvements to client service processes and procedures.
- Collaborate with the team and firm on process improvement initiatives.
- Support strategic and tactical client service system development projects.
Qualifications:
- 4-5 years of experience, with a preference for investment operations experience.
- Prior management or supervisory experience is a plus.
- Strong attention to detail, problem-solving skills, and the ability to multi-task in a fast-paced environment.
- High proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
- Excellent leadership, interpersonal, and communication skills.
- A team player with a high degree of integrity and professionalism, ready to contribute to the firm's success.
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