Client Service Associate

About the role

Boston Partners is a global investment advisor managing $156 billion in US Domestic and Global/International products, rooted in fundamental research and a disciplined value‑equity philosophy. Founded in 1995, the firm has offices in Boston, New York, California, and London and is an indirect wholly‑owned subsidiary of ORIX Corporation of Japan. The Client Service Associate (CSA) serves as a direct point of contact for institutional, sub‑advisory, and high‑net‑worth clients, managing routine lifecycle transaction needs, coordinating ad‑hoc requests, and working closely with Relationship Managers to support the overall client experience. The CSA acts as a liaison across internal departments, provides backup coverage for assigned Relationship Managers, and helps deliver consistent, high‑quality service in a fast‑paced investment‑management environment.

Responsibilities

• Partner with Sales & Relationship Managers to support day‑to‑day client service and new account onboarding.
• Maintain in‑depth knowledge of all assigned client relationships including investment strategies, portfolio guidelines, and reporting requirements.
• Manage clients’ and consultants’ routine requests and maintain accurate, up‑to‑date client records.
• Research and gather data to respond to non‑routine requests.
• Assist Relationship Managers in preparing for client meetings by facilitating the collation of firm‑wide and product‑specific data and submitting presentation book requests.
• Coordinate and ensure timeliness, accuracy, and delivery of monthly and quarterly reporting packages for clients and consultants.
• Proficiently maintain several industry databases, account‑onboarding, and reporting systems.

Requirements

• Bachelor’s degree; concentration in business/finance is a plus.
• Minimum of three years of experience with an investment management firm or equivalent.
• Strong understanding of global financial markets and product differences/characteristics.
• Experience with an institutional client base strongly preferred.
• Excellent verbal and written communication skills with demonstrated ability to analyze, prioritize, multi‑task, and work independently to meet deadlines.
• Strong working knowledge of AI‑enabled business tools to apply them thoughtfully and responsibly to enhance productivity, improve workflow efficiency, and support high‑quality client service outcomes.
• Reliable and well‑organized, able to juggle several projects simultaneously.
• Excellent computer skills, including Microsoft Word and Excel required; knowledge of FactSet, Varden, and Microsoft Dynamics CRM are a plus.
• Ability to work beyond regular business hours on a periodic basis.

Pay

The pay range for this position is $75,000–$90,000. Salary offers are based on relevant skills, training, experience, education, and applicable licensure or certification, as well as market and firm factors. In addition to base salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.