(HYBRID) Client Operations Associate (2+ yrs. of Financial Services exp. req.)

Hybrid – Boston, MA | Full-time

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(HYBRID) Client Operations Associate (2+ yrs. of Financial Services exp. req.)
Location: Hybrid – Boston, MA
Salary: $70,000 - $80,000 + Bonus + Benefits
Benefits: Medical, Dental, Vision, 401(k) w/match, Holidays, 3 weeks of PTO, Parental Leave, Tuition Reimbursement
Job Type: Full-Time
Start Date: ASAP
Sponsorship is not available

(HYBRID) Client Operations Associate (2+ yrs. of Financial Services exp. req.) Description

Our client, a well-established investment and wealth management firm, is looking for a Client Operations Associate to add to their team in Boston, Massachusetts. Reporting to the Vice President of Client Operations, this position is responsible for various client portfolio recording keeping, and reporting functions that will allow you to drive strategic initiatives forward to improve client experience. You will work cross-functionally with both the Operations and Private Client teams to ensure current workflows and systems support a growing client base. To be successful in this position, you should have at least two years of investment operations or financial client service experience, along with strong attention to detail and the ability to multitask and adhere to strict deadlines. This is an excellent opportunity to join a company with incredible employee tenure that offers a pathway to promotion for every single team member while also ensuring work/life balance and overall professional fulfillment.

Important note: Our client has a COVID Vaccine policy in effect.

(HYBRID) Client Operations Associate (2+ yrs. of Financial Services exp. req.) Responsibilities

• Establish and set up new client accounts
• Gather, organize, and input client data into financial planning software
• Provide exceptional client service and execution on requests
• Perform various client portfolio record-keeping within Addepar
• Ensure controls and operating procedures are in place
• Collaborate with other departments on strategic initiatives

(HYBRID) Client Operations Associate (2+ yrs. of Financial Services exp. req.) Qualifications

• Bachelor’s degree required
• 2+ years of experience in a client services financial division required
• Advanced proficiency with Excel required (VLOOKUPS, Pivot Tables)
• COVID Vaccine required
• Must be able to work in-office three days per week