Client Relationship Associate – Regulatory Reporting (Hybrid, Boston MA)

securities commodities and financial services sales agents

other financial investment activities other investment pools and funds office administrative services insurance and employee benefit funds wholesale trade agents and brokers

East Newark, NJ

March 31st, 2026

Partners with clients to coordinate the composition of mutual fund/ ETF regulatory documents within client defined and SEC mandated SLAs. Ensures final documents are signed off and approved by the client for distribution. Establishes productive, pro Relationship Associate, Client Relations, Regulatory, Relationship, Associate, Reporting, Business Services

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