Senior Investor Services Client Associate

By joining Eaton Vance, you'll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose:

Leading Boston-based financial services company seeks a Senior Associate within its Investor Services Group, Private Funds.  This Group's primary responsibilities pertain to servicing high net worth individuals investing in private funds.

The primary role of a Senior Associate is to participate in the operations of the Investor Services Group.  This will entail facilitating transactions (processing redemptions in-kind, assisting with closings, etc.), assisting with tasks pertaining to an investor portal and other operational tasks.  The Senior Associate will also perform as an Investor Services Representative and be responsible for answering and responding to inquiries from shareholders, their financial advisors and internal colleagues.  Inquiries may involve questions regarding transactions, account balances, or other matters.  In performing this function, the Senior Associate will be responsible for researching the inquiries, assisting with any related correspondence and ensuring proper and timely resolution.  In addition to being involved in the day-to-day operations of the Group, the Senior Associate will also participate in process improvement initiatives as needed. 

Primary Responsibilities:

• Assist with the daily operations of the Group including:
  • Processing various investor requests such as
    • Redemption in-kind transactions, daily
    • Systematic withdrawal transactions, periodic
    • Closings, transfers, other transactions
• Assist with the investor portal including:
  • Performing tasks pertaining to document management (uploading, reviewing, etc.)
  • Performing tasks pertaining to access management (inputting, reviewing, etc.)
  • Assisting with requests for access
  • Responding to inquiries
  • Acting as a liaison with portal provider including making inquiries, researching issues, developing and evaluating solutions to operational items
• Perform as an Investor Services Representative including:
  • Respond to inbound inquiries from shareholders, brokers, other interested parties on a variety of matters including:
    • Communicate with shareholders and authorized interested parties to process inquiries  
    • Relay instructions and general process guidelines to assist with facilitating transactions
    • Complete any post call processing necessary (internal and external)
• Provide best-in-class service to shareholders, financial advisors and other interested parties
• Maintain and strengthen relationships with internal colleagues and external service providers
• Productively interact with various departments throughout the company to ensure smooth process and information flow
• Assist in creating, preparing and maintaining departmental reports and reconciliations
• Assist with on-boarding initiatives, as needed
• Assist with supporting Associates including training, reviewing work and supervisory responsibilities, as needed
• Assist in other tasks, project initiatives and special projects, as needed

Job Requirements:

• Bachelor's degree in business or accounting required
• FINRA Series 6 & 63 licenses within 8 months of start date
• 2-4 years industry experience preferred
• Prior experience in an operations role a plus
• Strong oral and written communication skills
• Eagerness to understand a complicated product and process
• Ability to work independently and as part of a team, while handling multiple tasks and responsibilities simultaneously
• Willingness to assist others with various duties that go beyond typical daily responsibilities
• Availability to working non-regular business hours periodically throughout the year required
• Experience with Excel (including building and/or utilizing macros) is a plus

This policy applies to Eaton Vance Corp. and all subsidiary companies (the "Company").

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110