New
Client Implementation Officer
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![]() United States, Massachusetts, Boston | |
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*CLIENT IMPLEMENTATION ASSOCIATE - ADVANCED*
*(Hybrid - Boston MA)* *As the Client Implementation Associate, you will:* Lead the planning, coordination and execution of client and product events across multiple global regions including: *Client fundings for separate accounts and commingled funds *Client mandate changes *Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products *Client and Fund liquidations and terminations *In-kind contributions and withdrawals *Custodian and Recordkeeper changes *Contractual review including comments and approvals *Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes *This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event *Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed *Make adjustments to plan and execution, depending on external needs and internal business policies and standards *Participate in or lead projects aimed at continually improving the firm's overall business processes *Own, along with the Investment team, the process of implementing a client event from an investment perspective *These skills will help you succeed in this role:* *Minimum 10 years' experience in the investment management field with specific focus on investment operations and investment experience *Deep understanding of complex investment issues, processes and vehicles and how these relate to client events *Strong desire to continuously improve industry and investment knowledge *Strong project management skills *Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints *Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization *Ability to take a leadership role in the decision-making process and bringing parties to a consensus *Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives *Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives *Consistent track record of successfully leading client events *Excellent written & verbal communications and presentation skills *Great teammate with a positive attitude *Bachelor's Degree required, with a CFA/MBA or equivalent experience preferred *Pay and Benefits* The pay range for this position is $40.00 - $45.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type* This is a hybrid position in Boston,MA. *Application Deadline* This position is anticipated to close on May 23, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. |