Top 208 Client reporting associate Jobs in Waltham, Ma

Client Service Associate
GW&K Investment Management —Boston, MA
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
12d
Corporate Associate
Leoforce —Boston, MA
- $285,000 - $350,000 a year
- Hybrid work
- Mid-level
- 4 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Associate, Transaction Advisory Services
Leoforce —Boston, MA
- $120,000 - $150,000 a year
- CPA
- Mid-level
- 3 years
- Health savings account
- Disability insurance
Quick Apply
14d
Associate, Investment Banking Investor Relations
Chronic Capital —Boston, MA
- From $150,000 a year
- Email
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Financial Planning Associate
METRO Financial Strategies —Chelmsford, MA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Engagement Senior Associate, Tax Operations
Crowe —Boston, MA
- $21.75 - $44.50 an hour
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- US work authorization
Quick Apply
6d
Retail Merchandising Project Associate
Channel Partners —Dedham, MA
- $19 an hour
- 8 hour shift
- 18 years or older
- Merchandising
- No high school diploma
- Paid training
- 401(k)
Associate Manager, Integrated Media
Keurig Dr Pepper —Burlington, MA
- $76,400 - $100,000 a year
- Email
- Marketing
- Mid-level
- Analysis skills
- Mileage reimbursement
- Paid parental leave
12d
Compliance Reporting Associate
MFS Investment Management —Boston, MA
- $55,500 - $80,500 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Commuter assistance
- Health savings account
9d
Client Service Administrative Associate
RWA Wealth Partners LLC —Newton, MA
- $50,000 - $60,000 a year
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
12d
Client Service Associate
Cerity Partners —Boston, MA
- $60,000 - $80,000 a year
- Email
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Treasury & Client Services Associate
Careers at KKR —Boston, MA
- $110,000 - $140,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Closing Cashier/Stock Associate
Gordon's Fine Wine —Waltham, MA
- $16 - $18 an hour
- Part-time
- Customer service
- 21 years or older
- Cleaning
Quick Apply
12d
Quality Associate
Biocytogen —Waltham, MA
- $55,000 - $60,000 a year
- Full-time
- Microsoft Excel
- Master's degree
- Bachelor's degree
- AD&D insurance
- Paid holidays
Quick Apply
Treasury & Client Services Associate
Kohlberg Kravis Roberts & Co. —Boston, MA
- $110,000 - $140,000 a year
- Email
- Hybrid work
- Mid-level
- Bachelor's degree
- Continuous improvement
Fulfillment Associate
TrustWareGate —Boston, MA
- $17 - $27 an hour
- Full-time
- High school diploma or GED
- Ability to lift 50 pounds
- Warehouse
- Paid training
- Opportunities for advancement
Quick Apply
12d
Clinical Research Associate
Alira Health —Boston, MA
- $85,000 - $125,000 a year
- Full-time
- Bachelor of Science
- English
- Mid-level
5d
Portfolio Implementation Associate
Morgan Stanley —Boston, MA
- $100,000 - $130,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Information Associate
Cambridge Associates LLC —Boston, MA
- $63,700 - $82,800 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Mid-level
9d
Gift Administration Associate
Foundation Source Philanthropic Services —Cambridge, MA
- $29 - $32 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level

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Client Service Associate

GW&K Investment Management -
Boston, MA

Apply Now

Job Details

$70,000 - $80,000 a year
12 days ago

Benefits

Health insurance
Dental insurance
401(k)
Tuition reimbursement
Parental leave
401(k) matching

Qualifications

Customer communication

Full Job Description

Summary:

The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This role is responsible for ensuring seamless execution of client requests, maintaining account integrity, and supporting the overall client relationship.

Responsibilities:

Serve as a day-to-day contact for clients, delivering timely, accurate, and high-quality service across all inquiries and requests.
Coordinate account lifecycle activities including new account onboarding, transfers, maintenance, and account closures.
Monitor client portfolios for cash activity, asset allocation, and investment positioning; proactively identify and escalate issues.
Oversee cash management needs, including funding requests, distributions, and liquidity planning.
Investigate and resolve performance-related or operational discrepancies in partnership with internal teams and custodians.
Maintain accurate and up-to-date client records, ensuring all documentation and client files meet compliance standards.
Generate and review recurring and ad hoc reports to support client communication and internal decision-making.
Prepare materials for client meetings, including performance reporting and portfolio summaries; track and follow up on action items.

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or a related field
2+ years of experience in wealth management, asset management, or financial services, preferably with direct client exposure
Progress toward CFA, CFP, or similar designation is a plus
Strong attention to detail with the ability to manage multiple priorities in a fast-paced, deadline-driven environment
Excellent organizational, problem-solving, and follow-through skills
Professional communication skills with the ability to interact effectively with clients and internal stakeholders
Demonstrated ability to work both independently and collaboratively across teams
High level of integrity, discretion, and commitment to client confidentiality
Experience with wealth management platforms (e.g., Black Diamond, MoneyGuidePro, Schwab Institutional) preferred
Advanced proficiency in Microsoft Excel and familiarity with reporting tools

This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range

$70,000-$80,000 USD

About GW&K

GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K’s unique and highly collaborative culture.

The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.

GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Apply Now

Refine Your Search

client reporting associate jobs in waltham, ma

Client Service Associate

Corporate Associate

Associate, Transaction Advisory Services

Associate, Investment Banking Investor Relations

Financial Planning Associate

Client Engagement Senior Associate, Tax Operations

Retail Merchandising Project Associate

Associate Manager, Integrated Media

Compliance Reporting Associate

Client Service Administrative Associate

Client Service Associate

Treasury & Client Services Associate

Closing Cashier/Stock Associate

Quality Associate

Treasury & Client Services Associate

Fulfillment Associate

Clinical Research Associate

Portfolio Implementation Associate

Information Associate

Gift Administration Associate

I want to receive the latest job alert for client reporting associate in waltham, ma

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