Client Service Associate

Pathstone•Boston, MA

56d•$70,000 - $85,000•Hybrid

About The Position

About Concentric Innovation: Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets, Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences. Since 2022, Concentric has been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors. Operating at the intersection of quantitative investing, technology innovation, and client-first service, Concentric offers an innovative environment where talented professionals can help shape the next generation of investment management infrastructure. Position Summary: We are seeking a dynamic Client Service Associate to support our client service operations. This role requires 1 – 4 years of experience in client relationship management, customer success, or account management. The Associate will implement client service strategies, foster client relationships, ensure customer satisfaction, and drive business growth through exceptional service delivery.

Requirements

Bachelor’s degree is required.
1 – 4 years of related experience is required.
Understanding of the institutional investment landscape, including products, regulatory requirements, and client needs.
Proven experience in managing complex client relationships.
Excellent communication and interpersonal skills.
Strong analytical capabilities and ability to deliver data-driven insights.
Series 65 license required or must be willing to obtain within six months of hire.

Nice To Haves

Experience with direct indexing strategies, tax-aware portfolio management, and fixed income securities is preferred.

Responsibilities

Build strong relationships with key institutional clients, including portfolio managers, investment advisors, and decision-makers.
Proactively identify and address client needs, concerns, and potential issues.
Conduct regular client reviews and provide comprehensive reporting on portfolio performance and investment strategies.
Ensure high-quality service delivery across all client touchpoints.
Process onboarding for new institutional clients, including account setup, documentation, and compliance checks.
Monitor client service metrics to identify areas for improvement and implement necessary changes.
Collaborate with internal teams (trading, portfolio management, compliance, operations) to ensure smooth execution of client orders and requests.
Maintain efficient workflows and procedures for client servicing activities.
Resolve complex client issues, escalated inquiries, and potential disputes effectively.
Identify opportunities to expand existing client relationships and generate new institutional business.
Participate in client presentations and pitch meetings to showcase the firm's capabilities and investment strategies.
Adhere to all relevant regulatory requirements and compliance standards.
Stay updated on industry regulations and best practices related to institutional client service.