Client Experience & Operations Specialist

Napier Financial; Braintree (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Napier Financial is seeking a Client Service & Operations Associate to support day-to-day operations and deliver a high-touch client experience. You will manage account preparation, data entry, and documentation, while maintaining accurate client records and supporting client meetings.

The role emphasizes teamwork, meticulous processes, and proactive communication to enhance clients' financial well-being and overall experience with the firm.

Qualifications

• Experience in financial services preferred, especially RIAs.
• Strong client service orientation and empathetic communication.
• Ability to develop and follow written processes.

Responsibilities

• Prepare and process new accounts
• Opening accounts
• Sending money, submitting transfers
• Handle miscellaneous operational activities
• Assist with handling incoming phone calls
• Develop and maintain written systems and video recordings of activities for training
• Financial planning software and processes: data entry and upkeep
• Maintain, monitor and update client files including estate documents and tax returns
• CRM, client data management and reporting
• Assist in client meetings and events
• Lead operations for pantropic giving

Skills

Attention to detail

Client service orientation

Team collaboration

Communication skills

Excel/Office suite

Time management

Organizational skills

Multi-tasking

Financial services experience

Tools

eMoney

CRM systems

Office software

Job description

Napier Financial is seeking a Client Service & Operations Associate to support day-to-day operations and deliver a high-touch client experience. You will manage account preparation, data entry, and documentation, while maintaining accurate client records and supporting client meetings.

The role emphasizes teamwork, meticulous processes, and proactive communication to enhance clients' financial well-being and overall experience with the firm.