Client Service & Operations Analyst

KBW Financial; Boston (MA); On-site; USD 60,000 - 75,000; Full time

Job summary

KBW Financial in Boston, MA is seeking a Client Service & Operations Analyst with 0–2 years of experience to support client relationships and operations. You will coordinate onboarding, respond to client inquiries, and help prepare account materials and investment reporting for meetings and reviews.

You will collaborate with Operations, Sales, Portfolio Management, and Compliance to ensure accurate documentation, timely service, and clear communication with financial advisors, institutional

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field.
• 0–2 years in financial services, preferably with investment operations / client support.
• General understanding of investment products, markets, and processes.
• Ability to adapt to changing priorities and deadlines in a fast-paced environment.

Responsibilities

• Develop and maintain relationships with clients, shareholders, and internal partners.
• Coordinate onboarding of new accounts and required documentation.
• Act as primary resource for client inquiries, transactions, and reporting needs.
• Organize client presentations and supporting materials for meetings.
• Collaborate with Operations, Sales, and Client Service to ensure accurate documentation.
• Work with Portfolio Management, Compliance, and others to resolve client issues.
• Develop understanding of investment performance reporting and address client questions.
• Support periodic portfolio reviews and client meetings as needed.
• Provide day-to-day support to financial advisors, consultants, and distribution partners.
• Oversee client reporting cycles to streamline workflows and improve service delivery.

Skills

Client relationship support

Investment operations

Communication

Time management

Problem solving

Education

Bachelor's degree in Business or Finance

Job description

Back Client Service & Operations Analyst

Client Services Boston , Massachusetts Perm 60000 Nov 5, 2026 $60000.00 - $75000.00 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.