Client Service & Operations Associate at NR Consulting in Boston, MA

Job description

• 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.

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

Requirements

• 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.
• 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

Skills

Required

• Strong operational background
• Client onboarding skills
• High standard of professionalism
• Attention to detail

Preferred

• Investment product knowledge
• Salesforce CRM
• Microsoft Dynamics or similar
• Knowledge of database software

Benefits

• 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.
• 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
• 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.