Client Service Manager (Investment Operations) jobs in United States
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Atlantic Group ยท 13 hours ago

Client Service Manager (Investment Operations)

positionBoston, MA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$80K/yr - $95K/yr
date5+ years exp

Atlantic Group is seeking a Client Service Manager (Investment Operations) to oversee operational execution and client relationship management across institutional and private wealth accounts. The role involves managing daily investment operations, supervising junior staff, and collaborating with various teams to ensure service alignment.

B2BHuman ResourcesStaffing Agency
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Growth Opportunities

Responsibilities

Team Leadership: Mentor junior staff, conduct performance reviews, and support training and prioritization
Client Escalations: Act as the primary contact for resolving complex client issues and operational inquiries
Execution Oversight: Approve trade instructions, capital calls, and alternative investment documentation
Reporting Accuracy: Review and sign off on flash reports, performance statements, and client invoices
Cross-Functional Collaboration: Partner with investment, compliance, legal, and other internal teams to ensure service alignment
Process Optimization: Drive improvements in workflows, systems, and operational efficiency through firmwide initiatives

Qualification

Investment operationsClient serviceTeam leadershipMicrosoft Office SuiteProblem-solvingCommunicationDetail-oriented

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field required
5-8 years in investment operations or client service within asset management
Prior experience leading teams or supervising direct reports
Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook)
Proactive, detail-oriented communicator with strong leadership and problem-solving skills
Skilled in managing complex client relationships and projects efficiently

Preferred

Working knowledge of portfolio management and middle-office systems

Benefits

Bonus

Company

Atlantic Group

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Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
dateFounded in 2006
location
Nyack, New York, USA
people-size51-200 employees
web-link
http://atlanticrecruiters.com

Funding

Current Stage
Growth Stage

Leadership Team

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John Ricco
Founding Partner
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Recent News

Business Wire
The Atlantic Group, Managing More Than $1.6 Billion in Client Assets, Joins Ameriprise Financial
2025-10-28
Company data provided by crunchbase