Client Service & Operations Associate

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

Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years. While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

Share Your Talent. Live Your Purpose. We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

Overview

Knights of Columbus 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.

Core 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

Skills Qualifications

• 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.

Compensation

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 Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, 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.

Education

• 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 FINRA license

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.

KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

• 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.
• Health and Wellness:
  • 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