Description
Partners Capital is hiring a Client Onboarding Associate in Boston to coordinate onboarding and account opening for institutional and private clients. The role prepares investment advisory agreements and account documentation, reviews client structures and KYC/AML materials, sets up internal and third-party accounts, maintains client records, supports reporting and RFP activities, and collaborates with Business Development, Investment, Compliance, Client Operations, and Portfolio Reporting teams. The position is client-facing, requires strong organizational and communication skills, and offers a Massachusetts base salary of $65,000 to $80,000 plus potential performance-based incentives.
