Investor Services & Onboarding Specialist

A specialized fund accounting firm in Boston seeks a Client Services Professional to enhance client engagement and provide support in financial reporting. The role involves responding to investor requests, assisting with onboarding, and managing sensitive data. A Bachelor's Degree and experience in a client-oriented environment are required. The ideal candidate is detail-oriented, proficient in Microsoft Excel, and an effective communicator. The compensation range is $58,000-$61,000 annually.
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