Client Service Associate (Boston)

Role Overview:

As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and appreciation of institutional & retail clients, have strong organization skills, and a proactive & team-focussed attitude. This position requires the candidate to be able to work independently and contribute as part of a team. Strong analytical skills, strict attention to detail, excellent communication skills and the ability to work under pressure and tight deadlines are necessary attributes for this position. This position will benefit those candidates that are self-motivated with high energy and strong problem-solving skills.

This role will work closely with the Client Directors and Investment Professionals from across the business and will add value by being proactive in seeking ways to create efficiencies and implement processes.

Role Responsibilities:

• Project manage account onboardings, client change activities and offboarding’s with the client and Insight teams to meet client timelines and expectations.
• Provide day to day service for a designated client base including but not limited to processing cashflows, account changes, custodial changes, new instrument setups and client communications.
• Act as point of contact for clients on all account related matters and coordinate internally on required responses and resolutions.
• Coordinate and complete ad hoc reporting, periodic client & consultant due diligence questionnaires and annual audits in line with required deadlines.
• Complete ongoing KYC/AML reviews.
• Participant in and/or lead Insight committee & ad hoc meetings.
• Populate Insight’s CRM system, Salesforce, with client information at onboarding and continue to maintain & update account records during the Lifecyle of the client.
• File and organize client documentation into Insight central folders.
• Assist with client meeting preparation and attend meetings as required.
• Implement work in line with agreed team procedures and proactively make suggestions for enhancements and improvements.
• Demonstrate risk awareness and focus on delivering an appropriate control framework around client servicing.
• Develop detailed knowledge of the clients and the environment in which we provide solutions.
• Manage ad hoc projects which may require coordinating with other areas of the firm.

Experience Required:

• BS/BA with 1-2 years of relevant experience within the investment management industry.
• Strong verbal and written communication skills.
• Confident, credible, and capable in meetings and discussions.
• Ability to organize, prioritize and multi-task effectively in a busy and dynamic environment.
• Ability to problem solve to ensure projects are completed on time.
• Proven effective use of resources – delegation but retention of responsibility.
• In-depth knowledge of the Microsoft Office suite.

Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief, sexual orientation or other factors protected by federal, state and/or local laws. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com

Insight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. Under Massachusetts pay transparency law we are required to indicate the base salary range for this role of USD 70,000 to 80,000.  Any offer of employment will be made based upon the specific skills and experience of the selected candidate and the base salary offered could be higher or lower than indicated.