Our client here in Boston provides financial and investment products to its members and their entire family and is currently looking for a Client Service Operations Analyst with 0-2 years of experience for its busy Boston Office.

Responsibilities

Develop and maintain productive relationships with clients, shareholders, and internal business partners, providing responsive support and ensuring a positive client experience.

Coordinate the onboarding of new accounts, including account documentation, advisory agreements, custodial forms, client communications, and reporting requirements.

Act as a primary resource for ongoing client needs, handling inquiries, account transactions, asset transfers, meeting requests, and other service-related matters in a timely manner.

Organize and prepare client presentations, account materials, and supporting documentation for meetings and investment discussions.

Coordinate with Operations, Sales, and Client Service teams to facilitate account administration, navigate custodial platforms, and ensure accurate completion of client documentation.

Work closely with Portfolio Management, Compliance, Sales, and other departments to research and resolve client issues while maintaining strong service standards.

Develop an understanding of investment performance reporting and assist with researching and addressing client questions related to portfolio results.

Support periodic portfolio reviews, client meetings, and annual account reviews as needed.

Provide day-to-day sales and relationship support to financial advisors, consultants, institutional clients, shareholders, and other distribution partners.

Oversee aspects of the client reporting cycle, identifying ways to streamline workflows, strengthen accuracy, and improve overall service delivery.

Qualifications

Bachelor's degree in Business, Finance, Economics, or a related discipline.

0–2 years of experience in financial services, ideally with some exposure to investment operations, account administration, or client relationship support.

General understanding of investment products, financial markets, and operational processes is a plus.

Demonstrated ability to adapt to evolving business needs and identify opportunities to improve existing processes.

Comfortable managing competing priorities and meeting deadlines in a fast-paced environment.

Ability to take ownership of assignments while contributing effectively within a collaborative team.

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KBW789