Client Service & Operations Associate

Posted yesterday

nr consultingEast Boston (MA)

Brokerage Clerks Portfolio Management and Investment Advice

SENIORITY

Mid

SALARY

$58,500 - $99,500 per year

Apply

About the role

Client Service & Operations Associate Company Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston or New Haven location. This individual will have specialized knowledge and skills, obtained through experience and/or formal training, to assist and support our institutional and marketing team. The candidate should have a strong operational background, especially when it comes to client onboarding. They will be expected to provide solutions to problems with extensive contact with our Operations team, internal business partners, as well as various custodians. Additionally, they will help to facilitate and execute sales and marketing initiatives, manage client reporting, provide assistance with onboarding and maintaining our financial intermediary partners, while ensuring accurate CRM data management and support across platforms.

Core Responsibilities:

Builds relationships with clients and shareholders, our Operations team, Compliance, Portfolio Managers, Sales and Marketing team, as well as other internal and external business partners by delivering exceptional proactive service
Onboards new client relationships through correspondence, reports, custodial paperwork, new account paperwork, and advisory agreements
Services existing client relationships (including calls, meetings, corresponding, and addressing requests as well as processing money and asset movements, and ad hoc requests) with the highest level of service and prompt follow-up with the client
Helps to prepare and provide documentation and materials required for client calls and visits
Is the key liaison between Operations and Client Service/Sales. Has a strong operational skillset working with custodial websites and onboarding documentation (i.e. Fidelity), has experience with a Portfolio Reporting System (Advent APX)
Works with Sales, Client Service, Investments and Compliance to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner
Understands performance and how it is calculated and how to troubleshoot
May participate in investment reviews and annual reviews
Provide sales support which includes financial intermediaries, consultants, shareholders, clients, platforms, and other key partners
Manage and continuously improve the client reporting process, identifying opportunities for increased efficiency and accuracy
Performs other duties and special projects as required, including firm-wide initiatives

Skills Qualifications:

Energized by change and ability to think "outside the box" regarding process improvement
Flexibility to handle changing priorities, pressure, and short deadlines
Self-motivated; ability to work well independently and with others
A high standard of professionalism
Notable attention to detail
Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
Exceptional written and verbal communication skills
Investment product knowledge desirable and strong familiarity with operational procedures
Microsoft Office suite of products required
Salesforce CRM. Microsoft Dynamics or similar desirable
Knowledge of database software desirable
Authorization to work in the United States is required
This position is not eligible for visa sponsorship

Compensation: The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Company reserves the right to adjust the wage range if the position is performed in another location. At the Company, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $58,500 - $99,500.

Education:

BA or BS degree 3-7 years of experience in financial services, with a strong background in Operations and Client Service
Knowledge of Advent APX, Microsoft Dynamics, and Fidelity documentation a plus
An opportunity to obtain your SIE, Series 7, and Series 66 Client license

Physical Demands:

Must be able to remain in a stationary position for a majority of the workday.
Company Cares:
Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

Employee benefits include: Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules. Professional Development: Certifications, designation, and tuition reimbursement.

Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company. Health and Wellness: Short-term disability and term life insurance fully paid for by the company; Up to 12 weeks of childbirth leave under STD policy. One week of fully paid parental leave for all new parents, including adoptive and foster parents. A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage. Long-term disability insurance; Dental insurance; Vision insurance; Health club membership reimbursement; Employee Assistance Program

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.