CareerPlan

Sales and Service Client Services, Senior Associate

Quincy, Massachusetts, USFull-time$52k2026-10-15 → 2026-11-10

Core

Senior Associate serving as the day-to-day relationship lead for multiple clients in the US Asset Owners division, managing client activities and resolving inquiries.

Role type

Senior Associate Client Services

Builds

Service delivery and client relationships for US Asset Owners

Domain

Financial Services / Asset Management

Deliverable

client delivery

Required skills

Strong communication, organizational skills, consultative mindset, strategic and analytical thinking, high responsiveness, collaboration, self-motivation, adaptability, multitasking

Preferred skills

Experience in financial services

Technologies

None stated

Responsibilities

Serve as relationship lead for multiple clients; ensure timely resolution of client inquiries; liaise with COEs and shared service teams to resolve issues; facilitate communication across partners; ensure SLA compliance; participate in governance and KPI reviews; compile documentation and prepare presentation materials; act as liaison for implementations

Seniority

Senior, hands-on IC