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Cambridge Computer Services, Inc
Waltham, MA, United States
Job Overview : The Cambridge Client Associate role is an entry level sales & support position assisting teams in building advanced IT solutions for our clients. The associate will play a crucial role in driving new business growth and expanding our market presence. You will be responsible for identifying and acquiring new customers by leveraging y
Job Source: Cambridge Computer Services, IncGallagher
Norwell, MA, United States
Introduction : Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unl
Job Source: GallagherGallagher
Norwell, MA, United States
Introduction : Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unl
Job Source: GallagherSCS Financial
Boston, MA, United States
Firm Description: Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. SCS employs just over 130 employees and is headquartered in Boston, with offices in New York City, Providence, and Los Angeles. We manage ~$30 b
Job Source: SCS FinancialIcorps Technologies, Inc.
Woburn, MA, United States
Department: Management Location: Woburn, MA iCorps Technologies, a leading IT Consulting, Managed Services and Cloud Computing Company, providing strategic leadership, innovative services, and hands-on expertise to businesses. iCorps is ranked as one of the largest IT consulting companies in Massachusetts by the Boston Business Journal. We are
Job Source: Icorps Technologies, Inc.Fanning Personnel
Boston, MA, United States
Be responsible for writing responses to Requests for Proposals and Client Questionnaires. Ensure prompt distribution of client reporting and consultant deliverables. Need strong writing skills and some analytical experience. Need strong writing skills and some analytical experience. Work with client service, reporting, and consultant relations. Wri
Job Source: Fanning PersonnelHSS
Arlington, MA, United States
Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure the
Job Source: HSSBeacon Hill
Boston, MA, United States
Client Service Associate to $95K Plus Bonus! An investment advisory firm is seeking a Client Service Associate! In this role, you will be a primary point of contact for service and planning related needs for a select group of the firms clients. The qualified candidate needs to project a can-do image of the firm and be responsible for ensuring clien
Job Source: Beacon HillBoston, MA, United States
Firm Description:
Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. SCS employs just over 130 employees and is headquartered in Boston, with offices in New York City, Providence, and Los Angeles. We manage ~$30 billion in assets across public, alternative, and private market opportunities globally. 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. Our firm prides itself on our team-based approach, excellent investment performance, a powerful technology platform, and a culture of collaboration and camaraderie.
Role & Responsibilities:
Within the Operations & Analytics ("O&A") department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and third-party service providers. Our clients' financial lives and investment portfolios are sophisticated, and this team is responsible for delivering solutions to meet their needs. An area of focus for this role will be on alternative investments, from direct investments in privates and hedge funds to LP investors in SCS' pooled multi-manager vehicles. The role will assist in a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational support related to advisor / client inquiries. As a meaningful part of our clients' portfolios, it is critical client alternative investment data is maintained at the highest quality as it integrates to multiple systems and is used by various internal stakeholders and clients. This role will work cross-functionally across O&A and our Advisor teams to enhance our current workflows and systems to support a constantly growing client-base and complexity. A successful candidate will demonstrate intellectual curiosity, an aptitude for leveraging technology-enabled business functions, effective collaboration, and communication, and has an enthusiastic spirit towards doing what is needed to help the business grow and evolve.
This role is ideal for a candidate looking to utilize the skills they have learned in alternative fund operations or portfolio accounting and continue to grow in their career.
Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients
Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments
Support the maintenance of SCS' alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows
Collaborate with and perform oversight of 3rd party vendors (e.g., Canoe, Addepar, Alter Domus, etc) critical to our operating model
Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, valuation, performance, and reporting
Participate in strategic initiatives designed to improve the overall client experience
Complete additional ad hoc assignments in a timely, accurate and well-communicated manner
Qualifications
1 - 3 years in performance, data, or fund operations, and/or fund accounting within the financial services industry. Prior experience with alternative investments is preferred.
Experience with financial technology and workflows; working knowledge of Addepar is a plus
Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills
Ability to multi-task in a fast-paced environment, work independently, build strong cross functional relationships
Strong organization and communication skills, both written and oral
Pro-active and solutions-oriented with an ability to thrive in an entrepreneurial environment
Bachelor's degree and a demonstrated track record of academic success
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Email Alert for Associate, Client Operations jobs in Boston, MA, United States
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