Client Service & Onboarding Specialist
Listed on 2026-10-06
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Customer Service/HelpDesk
Client Relationship Management, Customer Success Management
Boston Partners is seeking a Client Service Associate in Boston to support institutional, sub-advisory, and high-net-worth clients. The CSA serves as a key contact, manages routine requests, and collaborates with Relationship Managers to deliver a seamless client experience.
You will help with client meetings, data collation, and ensuring timely reporting while maintaining accurate records across systems. A strong foundation in finance and tools like Excel and CRM is essential.
Step into the Client Service & Onboarding Specialist role at Boston Partners Global Investors, Inc. in Boston, MA, United States and grow with us.
Learn more about the Client Service & Onboarding Specialist role in the description above.
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