Description
Partners Capital is hiring a Client Operations Associate in Boston to support senior Client Operations and Investment Team members with portfolio execution, client reporting and invoicing, account monitoring, reconciliations, correspondence, CRM maintenance, and AML/KYC documentation. The role requires strong Excel, investment-performance, communication, multitasking, and attention-to-detail skills, with PowerBI and familiarity with Addepar or DealCloud preferred. It offers medical, dental, and vision insurance, disability and life insurance, retirement matching, paid time off, and a Massachusetts base salary of $65,000 to $80,000, with possible performance-based incentives.
