Client Service Analyst Jobs in Boston, MA
Client Service Analyst jobs in Boston are in strong demand, concentrated in the Financial District, Back Bay, and Seaport District across wealth management, asset management, and financial technology. Employers hiring right now include Cohere Health, Merge, and BlackRock. Find a role that fits below and apply directly.
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About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
THE COMPANY
Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject- matter expertise.
THE POSITION
The Client Invoicing and Reporting Co-op will collaborate with members of the Revenue and Invoicing team to calculate and prepare quarterly management fee invoices for clients and compile billing-related information for internal and external reporting. There is exposure to sensitive and confidential information, including invoicing clients with Most Favored Nation status. The Co-op will also interact regularly with members of the Client Group (client-facing management) and Investment Products & Fund Services (management of investment products and strategies) to process reporting data, answer billing questions, update client information, and resolve payment issues.
RESPONSIBILITIES
Process and review management fee invoices and supporting documents related to the calculation of fees
Collaborate with Client Group teams by calculating, presenting and providing data for client reporting
Participate in off-cycle projects to improve workflow and efficiency
Ad hoc requests from internal and external constituents
QUALIFICATIONS
Previous related work experience or Co-op experience is desirable
Proficient in Microsoft Excel
Advanced grasp of common business mathematics
Excellent written and verbal communication skills
Strong organizational skills and attention to detail
Willingness and enthusiasm to learn on the job
Ability to multi-task and balance competing priorities in a fast-paced environment
Please note: This co-op position entails cross-training to ensure optimal performance across functions. The anticipated start date for accepted candidates is December 2026/January 2027.
Only Northeastern University students are eligible for this program.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
$19-$35 per hourThis range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
THE COMPANY
Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject- matter expertise.
THE POSITION
The Client Invoicing and Reporting Co-op will collaborate with members of the Revenue and Invoicing team to calculate and prepare quarterly management fee invoices for clients and compile billing-related information for internal and external reporting. There is exposure to sensitive and confidential information, including invoicing clients with Most Favored Nation status. The Co-op will also interact regularly with members of the Client Group (client-facing management) and Investment Products & Fund Services (management of investment products and strategies) to process reporting data, answer billing questions, update client information, and resolve payment issues.
RESPONSIBILITIES
Process and review management fee invoices and supporting documents related to the calculation of fees
Collaborate with Client Group teams by calculating, presenting and providing data for client reporting
Participate in off-cycle projects to improve workflow and efficiency
Ad hoc requests from internal and external constituents
QUALIFICATIONS
Previous related work experience or Co-op experience is desirable
Proficient in Microsoft Excel
Advanced grasp of common business mathematics
Excellent written and verbal communication skills
Strong organizational skills and attention to detail
Willingness and enthusiasm to learn on the job
Ability to multi-task and balance competing priorities in a fast-paced environment
Please note: This co-op position entails cross-training to ensure optimal performance across functions. The anticipated start date for accepted candidates is December 2026/January 2027.
Only Northeastern University students are eligible for this program.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
$19-$35 per hourThis range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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Find Client Service Analyst JobsClient Service Analyst Job Market in Boston
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
Client Service Analyst Jobs in Boston: Frequently Asked Questions
How do I get a client service analyst job in Boston?
The strongest path into a client service analyst role in Boston runs through the city's dense concentration of asset managers, mutual fund companies, and private wealth firms clustered in the Financial District and Back Bay. Candidates who stand out typically bring familiarity with investment products, CRM platforms, and client reporting tools. Networking through Boston's finance and fintech community, including local CFA Society events, gives applicants a real edge over remote applicants.
Which companies hire client service analysts in Boston?
Companies currently hiring client service analysts in Boston include Cohere Health, Merge, and BlackRock, per current listings on Migrate Mate as of September 2026. Boston's hiring base skews heavily toward established institutional asset managers and growing fintech firms, both of which maintain dedicated client service teams.
Are there remote client service analyst jobs in Boston?
Yes, though availability depends on the employer. Client service analyst work is desk-based and relationship-driven, which makes it more remote-compatible than many finance roles, but many Boston firms still prefer hybrid arrangements for client-facing staff. About 70% of client service analyst openings tied to Boston are remote or hybrid as of September 2026, with fully remote roles more common in fintech and software firms than at traditional asset managers.
How can I get a client service analyst job in Boston with little or no experience?
The most realistic entry point in Boston is a client services associate or operations support role at one of the city's many mutual fund or wealth management firms, where structured training programs are common. Boston employers such as large fund administrators and regional broker-dealers regularly hire candidates with a finance or business degree and strong communication skills. Lateral moves from operations, transfer agency, or fund accounting roles at Boston-area firms are another well-worn path into client-facing analyst positions.
Which industries hire the most client service analysts in Boston?
Boston client service analyst roles concentrate in Consulting & Professional Services, based on current listings on Migrate Mate as of September 2026. Boston's position as one of the country's leading centers for mutual funds, institutional investing, and emerging fintech companies drives consistently high demand for analysts who bridge client relationships and investment operations.
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