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Candidates must possess a minimum of 3 to 5 years professional experience, characterized by increasing levels of responsibility, preferably in an academic or student affairs/student services environment or in HR/ corporate recruiting/ or related area; experience in a service or leadership role such as an academic advisor/counselor/ coach/ human resources/client or customer service professional or similar capacity preferred.
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If our training program is properly executed, you will be encouraged to grow from an entry-level client-facing role into a management position within twelve months. As a whole, our goal for the Business Development Trainee is to provide ongoing mentorship and personalized training for every company new hire - beginning with training and cross-training in all departments including management, human resources, marketing, and sales.
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Reporting to the Managers of the Client Accounting team, the Team Leader will be entrusted with a portfolio of clients to manage and build a lasting relationship with and entrusted to manage and mentor junior members within the team.
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Our client is currently seeking an experienced and detail-oriented Portfolio Accounting Manager to join their dynamic team. Working knowledge of alternative investments or hedge funds. Our client is currently seeking an experienced and detail-oriented Portfolio Accounting Manager to join their dynamic team.
Full-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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A Kforce client is seeking to hire a Senior Finance Associate in Boston, Massachusetts (MA). Summary: The client is an asset management company and this an opportunity to work for a great company with extremely smart and talented employees.
$100,000 - $110,000 a yearFull-timeExpandUpdated 5 days ago - UpvoteDownvoteShare Job
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The client is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.
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Overview:Join our client, a leading investment management company, in Boston, MA, as they seek a dynamic Fund Controller to join their team! The ideal candidate will possess over 7 years of experience in private equity, private credit, or private debt fund accounting, along with a demonstrated ability to train and mentor junior staff members.
$180,000 - $220,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Responsible for day-to-day execution of alternative asset, mutual fund, ETF transactions and direct investments for multiple client relationships. Execute alternative asset, mutual fund and ETF trades with precision and timeliness, ensuring compliance with firm policies and processes; resolve trade-related issues promptly.
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Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); 6+ years relevant work experience in an accounting firm, with at least 5 years of Alternative Investment Fund or Financial Services experience (preferably in the Venture Capital and Private Equity space.
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Working closely with Investment and Private Client Advisor teams on day-to-day inquiries, fund matters, and strategic initiatives. SCS’ business model is client-aligned and we aspire to redefine wealth management by delivering holistic client & asset management services built on a foundation of trust and exceeding expectations across generations.
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Provide “white glove”, hands-on management of multiple client relationships. Stay current with private equity industry issues and client LPA/LLC provisions to ensure the highest level of responsiveness/guidance to any client questions or issues.
Full-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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As part of this effort the team works to establish and maintain fund and account profiles in Bank's accounting system (FIS), based on a combination of client instructions, fund prospectus information and legacy administration books and records.
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Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! In conjunction with the Manager, the Fund Controller is responsible for managing the day to day operations of the client onboarding process, which includes preparation of client deliverables and communications.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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As a Fund Services Client Operations Vice President within the Operations Service Delivery team, you will lead a team responsible for ensuring high quality services across all institutional and/or mutual fund product offerings provided by Global Fund Services.
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We have a Global client in Boston is converting over to the InvestOne platform. Review and assess fund accounting platform. Support fund accounting operations. We have a Global client in Boston is converting over to the InvestOne platform.
Full-timeExpandUpdated 7 days ago
client job in Waltham, MA
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