Client Onboarding & Operations Specialist

Knights of Columbus; Boston (MA); On-site; USD 59,000 - 100,000; Full time

Benefits offered by this job

401(k) retirement savings with company

Health insurance

Paid holidays

Tuition reimbursement

Job summary

Knights of Columbus Asset Advisors seeks a full-time Client Service & Operations Associate to join our Boston or New Haven team. The role emphasizes onboarding clients, maintaining strong relationships, and supporting the institutional and marketing teams with proactive service and accurate reporting.

Ideal candidates have 3-7 years in financial services, a BA/BS, and familiarity with Advent APX, Microsoft Dynamics, Fidelity documentation, and CRM tools.

Qualifications

• BA or BS degree plus 3-7 years in financial services, with operations and client service background.
• Strong onboarding experience, and ability to handle custodial paperwork and advisory agreements.
• Experience with Advent APX, Fidelity documentation, and CRM systems is a plus.

Responsibilities

• Builds relationships with clients, Operations, Compliance, Sales, and Marketing to deliver proactive service.
• Onboards new client relationships through paperwork, reports, and advisory agreements.
• Supports client relationships with calls, meetings, requests, and asset movements with high service levels.
• Prepares documentation for client calls and visits and ensures CRM data accuracy.
• Acts as liaison between Operations and Client Service/Sales; works with custodial sites and onboarding docs.
• Collaborates with Sales, Client Service, Investments, and Compliance to resolve issues and enhance satisfaction.
• Assists in investment reviews and annual reviews as needed.
• Provides sales support to financial intermediaries, consultants, shareholders, and platforms.
• Improves client reporting processes for efficiency and accuracy.
• Performs special projects and firm-wide initiatives as required.

Skills

Client service excellence

Relationship management

Operational problem solving

Communication skills

Time management

Detail orientation

CRM proficiency

Fidelity onboarding knowledge

Custodial websites familiarity

Team collaboration

Education

BA or BS degree

3-7 years financial services

Tools

Advent APX

Microsoft Dynamics

Fidelity documentation

Salesforce CRM

CRM & reporting tools

Job description

Knights of Columbus Asset Advisors seeks a full-time Client Service & Operations Associate to join our Boston or New Haven team. The role emphasizes onboarding clients, maintaining strong relationships, and supporting the institutional and marketing teams with proactive service and accurate reporting.

Ideal candidates have 3-7 years in financial services, a BA/BS, and familiarity with Advent APX, Microsoft Dynamics, Fidelity documentation, and CRM tools.