Associate – Client Service

. Support day-to-day servicing for an assigned group of institutional clients, partnering with senior team members on more complex matters.

Posted 5/13/2026full-timeWilmington • New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $127,500 per yearWebsite

Key responsibilities & impact

Support day-to-day servicing for an assigned group of institutional clients, partnering with senior team members on more complex matters.
Assist in the coordination and delivery of client onboarding activities, ensuring tasks are tracked, stakeholders are aligned, and timelines are met.
Act as a liaison between clients and internal teams (e.g., onboarding, operations, portfolio management, product specialists) to help ensure timely and accurate delivery of client requests such as reporting, price files, invoices, and data.
Support the preparation of client communications and materials related to servicing updates, onboarding milestones, and operational inquiries.
Participate in regulatory, platform, and client initiatives as they impact assigned clients, gaining exposure to broader firm priorities.
Contribute operational input to sales and client retention efforts where appropriate, including support for RFP responses and due-diligence processes.
Identify opportunities to improve servicing processes, documentation, and data quality to support scalability and risk reduction.

What you’ll need

3+ years of proven experience in client service, operations, sales, investment consulting, portfolio management support or related field.
Bachelor’s degree (BA/BS equivalent).
Strong attention to detail, with the ability to manage multiple deliverables and deadlines in a fast-paced environment.
Strong comprehension skills, lateral thinking and problem solving capabilities.
Clear written and verbal communication skills, with the ability to collaborate effectively with internal partners and external clients.
Proactive mindset with a willingness to learn, take feedback, and build subject-matter expertise over time.
Strong proficiency in Microsoft Office applications, with the ability to work across multiple systems and tools simultaneously.
Team-oriented approach and a strong commitment to delivering a positive client experience.

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client serviceoperationssalesinvestment consultingportfolio management supportattention to detailproblem solvingdata quality

Soft Skills

clear communicationcollaborationproactive mindsetlateral thinkingability to manage multiple deliverablescommitment to client experience

Certifications

Bachelor’s degree