Investment Client Operations Specialist
Listed on 2026-10-18
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Finance & Banking
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Business
Landing Point is seeking a Client Service Associate in the United States to support client investment strategies and portfolio operations. You will assist Client Operations Managers and Investment Teams, draft client communications, and maintain accurate CRM records.
Strong Excel, Power BI, and familiarity with Addepar/Deal Cloud are valued for data-driven client service. The role emphasizes timely reconciliations, proactive client support, and collaboration with external stakeholders to ensure
This opening is for the Investment Client Operations Specialist role at Landing Point.
Our group is growing, and we are hiring a Investment Client Operations Specialist in Town of Boston, NY, United States.
We are seeking a motivated Investment Client Operations Specialist to join Landing Point in Town of Boston, NY, United States.
Consider building your career as a Investment Client Operations Specialist at Landing Point.
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