Client Service Principal, Taxable

Client Service Principal located in Boston will manage and enhance client relationships by delivering exceptional service and proactive communication. The Client Service Principal acts as a bridge between clients and internal teams, ensuring client satisfaction and retention while promoting the organization’s service offerings. The candidate will serve as an escalation point of contact to the Investment Teams managing client portfolios while helping to build and design our operational processes and procedures.

The candidate will be an integral member of the global Operations team and will report directly to the Head of North America Client Service Team. They should be hardworking and must be able to interact with colleagues and third parties, prioritizing and completing multiple tasks and meeting deadlines. This role is client facing with both internal and external stakeholders, and thus a strong candidate will be comfortable interacting with clients and counter parties in a professional manner.

• Management of staff who are responsible for the day‑to‑day operations for client portfolios.
• Manage deadlines, ensuring accuracy and timeliness of all client deliverables, such as reports, statements, and account reconciliations.
• Manage and ensure all operational processes and procedures are followed and adhere to compliance standards.
• Provide coaching and mentoring to junior team members.
• Draft and deliver mid‑year and end‑of‑year performance reviews for all assigned mentees.
• Act as an escalation point for client teams on operational inquiries.

• Client‑centric approach with a commitment to delivering best‑in‑class service.
• Facilitate the resolution of client inquiries, issues, or concerns promptly and effectively.
• Proactively identify opportunities to enhance client experience and satisfaction.
• Manage accuracy and timeliness of all client deliverables, such as reports, statements, and account reconciliations.
• Oversee the investment execution ensuring all portfolio actions are executed in a timely and accurate manner.
• Review and sign off on the accuracy of wire transfers, execution instructions and alternative investment documentation prepared by junior team members.
• Collaborate closely with the Investment Team and other internal stakeholders in managing client relationships (e.g., Compliance, Legal, Pooled Vehicles).
• Act as a client advocate during internal discussions, ensuring their interests are prioritized.
• Oversee a team whose focus is operational servicing of multi‑entity taxable client households including individuals, joint accounts, trusts, LLCs, IRAs, and DAFs.
• Partner with the Investment Team on tax‑aware investment operations across the household, including wash sale management, tax loss harvesting, charitable gifting, and K‑1 reporting.
• Serve as the senior point of escalation for complex operational situations unique to taxable households (multi‑entity structures, restricted positions, estate plan implementation).
• Build out the operational standards and playbooks that allow the team to service taxable households consistently as client base grows.

• Partner with internal teams, investments, operations, and compliance, to deliver seamless client service.
• Assess and make recommendations to improve client service processes and procedures.
• Collaborate across the team and Firm to implement process improvement initiatives.
• Support the management team with strategic and tactical client service system development projects.
• Proactively identify and mitigate potential risks related to client accounts, working internally to identify, assess, and mitigate risks associated with client accounts and operational processes.
• Collaborate with the global client operations team to improve risk controls based on industry best practices and regulatory updates.

• Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
• Ensure full compliance with all local data protection regulations and privacy…