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Management Fees Specialist – Hybrid / Waltham, MA. Our client, a financial services organization, is seeking a Management Fees Specialist to support data accuracy, fee processing, and advisor-facing operational workflows. This role focuses on reviewing documentation, maintaining accurate records, following established procedures, and performing consistent follow-up with internal teams and external partners during a period of system and process transition.
Job Responsibility:
Review, process, and track fee-related requests and supporting documentation in accordance with established procedures
Perform account setup and maintenance activities within internal systems
Ensure accurate processing of payments, adjustments, and related transactions
Respond to inquiries from internal and external stakeholders with clear, professional communication
Document interactions and maintain detailed records to support auditability and data integrity
Follow up on open items to ensure timely resolution and data accuracy
Meet productivity, accuracy, and service-level expectations while managing multiple workflows
Support operational reporting and assist with special projects as needed
Requirements:
Bachelor’s degree preferred
Internship or 1+ year of experience in a data-driven, operations, finance, or client-facing role
Experience working with internal teams, vendors, or clients a plus