Client Implementation Associate

Company: Kforce Finance and Accounting ( Learn More )

General Information
US-MA-Boston
$80,000.00 - $100,000.00 /Year
Not Specified
Full-Time
Not Specified
Not Specified
False
False
Job Description

RESPONSIBILITIES:

Kforce has a client in search of a Client Implementation Associate in Boston, Massachusetts (MA).Essential Job Functions:
  • Review fund documents
  • Supervise investor tax matters
  • Manage the launch of new funds
  • Coordinate investor subscription/redemption activity
  • Develop, implement and oversee checks and procedures
  • Enhance and automate workflows
  • Contribute to projects and automation initiatives
  • Oversee and process client activities
  • Job Requirements

    REQUIREMENTS:

    • Bachelor's degree in Accounting, Finance, or Tax concentration
    • CPA designation is preferred
    • CFA designation is a plus
    • 4-7 years of relevant experience
    • Big 4 public accounting/audit experience in the financial service industry or asset management industry experience is preferred
    • Strong Microsoft Excel skills
    • Proficient with large volume of data
    • Excellent communication skills
    Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.