Careers at Masis Staffing Solutions

Client Service Associate

August 14, 2025
Direct Hire

Accounting / Finance

Direct Hire
MA
Boston

Job ID:43589

Important Notice About the Application Process

This position offers use of our AI screening tool as part of the initial candidate review. While completing the AI screening is optional, please note:

Candidates who complete the AI screening are reviewed first—daily.
We strongly encourage you to complete it promptly to ensure early consideration (first come, first served).
Expect to receive a prompt from our AI screener shortly after applying.

The AI screener helps us streamline the Candidate intake process, but rest assured—you’ll still work directly with a Masis recruiter throughout the rest of your hiring journey.

Client Service Associate
Position Overview:
Client Service Associate needed to join our Commingled Funds Client Service team. This role supports 35+ Commingled Funds and Collective Investment Trusts (CITs). This role is best suited for a dedicated, detail-oriented, organized individual who knows and loves the financial industry
Responsibilities:

Track and maintain client information, facilitate account openings, transitions, restructurings, closings and cash flows for commingled fund and participants
Communicate effectively with internal parties (e.g. Compliance, Corporate, Portfolio Construction) and external parties (investors, consultants, fund administrator, custodian); Run regular calls with service providers
Coordinate fund documentation for commingled funds
Special projects including technological advances to existing proprietary systems
Improve existing workflow procedures

Expereince:

Bachelor’s degree with strong academic credentials
2-4 years of Client Service or Operations experience in a similar environment
Solution oriented mindset with an eye towards process improvement and automation
Team player; Excellent interpersonal and organizational skills
Strong business judgment; Flexible and able to adapt to situations

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