Client Service Principal, Taxable

• Pay or shift range: $115,000 USD to $160,000 USD
  This base salary range is specific to individuals applying to this role and takes into account a number of factors. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.
  
  The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives.

Firm Description

Partners Capital is a global investment office that serves as a long-term steward of capital for institutions, family offices and individuals. The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that aim to deliver strong returns with resilience across market cycles. The Firm constructs portfolios by tapping into its deep network of partnerships with what it believes to be exceptional asset managers across all major asset classes.

In helping its mission-driven clients achieve their financial objectives, Partners Capital aspires to advance their impact within fields including healthcare, education, and the arts. The Firm is owned and led by more than 50 working shareholders who invest their own capital alongside clients, aligning the team deeply with those it serves. Founded in 2001, Partners Capital has more than 400 employees across 11 offices globally and $77 billion in assets under management as of March 31, 2026.
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Position Description

The Client Service Principal located in Boston will be responsible for managing and enhancing 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. The candidate 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.

Key Responsibilities include:

Oversight and Team Development

• 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 Service Management

• 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…