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Client Operations Associate (Boston)

Boston, MA (Hybrid)We're partnering with a growing investment-focused organization in the Boston area that is looking to add a Client Operations Associate to its operations team.This is a strong opportunity for someone with 1–3 years of experience in financial services, operations, reporting, or accounting who enjoys working with data, solving problems, and supporting client deliverables in a fast-paced environment.Key Areas Of Focus IncludePreparing and reviewing recurring client and investment reportsReconciling account activity and investigating data discrepanciesCoordinating with internal teams and external providers to ensure reporting accuracySupporting reporting processes, documentation, and workflow improvementsAssisting with ad hoc client requests and operational projectsThe Ideal Background IncludesBachelor's degree requiredStrong Excel and data management skillsHigh attention to detail and organizational abilityExcellent communication and follow-throughPrior exposure to investment operations, financial reporting, fund administration, or similar environments is a plusThe team is looking for someone proactive, collaborative, and comfortable managing multiple priorities in a deadline-driven setting.Compensation target is in the $65K–$80K (DOE) range plus Excellent benefits, Bonus and long-term growth opportunity.If interested, apply directly for more details.Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
Client Operations Associate (Boston) at Incendia...