Demo

Client Services Manager

Atrium Staffing
Boston, MA Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/13/2025

Our client is a rapidly growing firm! They are currently looking to hire a Client Services Manager to join the team. This is a great opportunity for an experienced individual to join an established firm.

Salary / Hourly Rate :

110,000 - $115,000 bonus

Position Overview :

The Client Services Manager will partner closely with the Client Service Lead on daily operations for a variety of clients. The Client Services Manager should be self-motivated and is strong at building relationships. This Client Services Manager must have 4-7 years of financial management experience.

Responsibilities of the Client Services Manager :

  • Manage client service, daily operations, and a variety of ad hoc projects
  • Oversee the coordination, implementation, and completion of a variety of disparate services for clients
  • Review letters of instruction, accountant applications, manager agreements, and fund subscription documents
  • Oversee quarterly reporting process and create client letters
  • Build relationships both internally and externally
  • Offer solutions to a variety of client needs
  • Serve as a mentor for the Associates and Senior Associates on operational duties
  • Manage and coordinate workflows

Qualifications for the Client Services Manager :

  • 4 to 7 years of financial management experience
  • CFP or CFA is highly preferred
  • Strong analytical, quantitative, and problem-solving skills are required
  • Demonstrated direct client experience is required
  • Understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred
  • Education Requirements :

  • Bachelor's degree in Business, Finance, Accounting, or Economics is required
  • Benefits :

  • Client provided benefits, upon eligibility
  • Salary : $110,000 - $115,000

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