Client Account Services, Associate

Cambridge AssociatesBoston, MA
208d

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About The Position

The role sits within the Client Account Services Team, which is part of our wider Global Portfolio Services group. The role reports to the manager of the Client Account Services team. The Client Account Services Associate will help shape the strategic vision for building efficiencies and standardization within the Client Account Services space, particularly with regards to our regulatory reporting data needs. The Client Account Services Team is responsible for supporting the new account setup, ongoing maintenance related to client portfolio data and attributes, and supporting our regulatory reporting needs. This critical team will work to investigate and resolve issues related to client account reference data and will own the data integrity, while constantly driving for improvements. The Client Account Services Associate will be required to contribute to the continuous improvement of our client account data and change framework, with a view to further refine process and ultimately, enhance our client experience.

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