Client Operations

• Company

  Michael Page

• Location

  USA-MA-Boston

• Remuneration

  USD45000.00 - USD55000.00 per year

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  23-Oct-2013

• eFC Ref no

  1297462

Our client is an asset manager in downtown Boston. They are looking for a client operations associate to add to their growing operations.

Company:
Our client is an asset manager in downtown Boston. They are looking for a client operations associate to add to their growing operations.
Job Responsibilities

• Responsible for all aspects of administration and client service for high net worth families and family offices
• Effective communication with both internal and external contacts including prospects and clients
• Understanding of trusts, foundations and LLC structures
• Organize and manage meetings from start to finish
• Establish effective working relationships with colleagues and external contacts
• Account maintenance (opening new accounts, managing transactions, address changes, etc.)
• Understand basic fiduciary issues relevant to client relationships
• Handling/supervision of cash processing for assigned accounts
• Collaborate with outside advisors concerning client's personal, trust and other entities tax information
• Prepare letters and other client communications
• Complete customized analyses and spreadsheets for specific projects
• Process customized client reporting

Job Requirements

• Bachelor's degree and minimum of three (3) years of relevant work experience
• Experience with Trusts and Fiduciary accounts
• Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
• Desire to learn and the ability to learn quickly
• Detail oriented
• Strong decision making and problem solving skills
• Strives for innovation and process improvement
• Strong communication skills
• Ability to multi-task and adapt to changing priorities to meet client demands
• Self-motivated with strong work ethic

• Apply online