Client Services Associate

Hunter Hamilton; New Haven (CT); On-site; USD 52,000 - 78,000; Full time

Job summary

Hunter Hamilton in New Haven, CT seeks a Client Service & Operations Associate to join a collaborative team serving institutional clients. You will coordinate onboarding, support money movements, and work with Fidelity Wealthscape to ensure accurate account activity.

This entry-level role offers hands-on experience in investment operations and client service within a mission-driven financial organization. The role emphasizes strong communication, organization, and the ability to manage multiple

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field or equivalent experience.
• Experience in financial services, wealth management, investment operations, or client-facing institutions preferred.
• Previous onboarding or new account setup experience is highly desirable.
• General understanding of investment products (mutual funds, SMAs, target-date funds).
• Strong written and verbal communication with internal and external stakeholders.
• Highly organized and able to manage multiple priorities in a collaborative team.

Responsibilities

• Coordinate onboarding for new institutional investment clients, including setup, documentation and account establishment.
• Partner with Fidelity and other institutions to facilitate account openings and onboarding.
• Serve as day-to-day contact for client service needs and assist with account maintenance and reporting.
• Support client money movements, account transactions and routine investment operations.
• Collaborate with internal Client Services and Operations teams to ensure timely execution of requests.
• Maintain organized client records and ensure onboarding documentation is complete and accurate.
• Identify opportunities to improve the client experience and team processes.

Skills

Client service

Attention to detail

Communication

Organizational skills

Independent worker

Team player

Education

Bachelor's degree

Equivalent experience

Tools

Fidelity Wealthscape

Job description

Join a well-established, nationally recognized, mission-driven financial organization with a longstanding history of serving its members and supporting religious and charitable communities. With a strong commitment to financial stewardship and long-term relationships, this organization provides investment and financial services to institutional clients, including dioceses, archdioceses, religious orders, endowments, and foundations.

We are seeking a motivated and detail-oriented Client Service & Operations Associate to join a collaborative Client Services team. This is an excellent opportunity for an early-career financial services professional who enjoys working directly with clients, coordinating account activity, and building expertise in institutional investment services.

Key Responsibilities

• Coordinate the onboarding process for new institutional investment clients, including account setup, required documentation, and account establishment.
• Partner with Fidelity, the organization's primary custodian, and other financial institutions to facilitate account openings and onboarding activities.
• Serve as a point of contact for day-to-day client service needs, responding to inquiries and assisting with account maintenance and reporting.
• Support client money movements, account transactions, and other routine investment operations.
• Collaborate closely with internal Client Services and Operations teams to ensure accurate and timely execution of client requests.
• Maintain organized client records and ensure onboarding documentation and account information are complete and accurate.
• Identify opportunities to improve the client experience and contribute to efficient team processes.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field preferred; equivalent relevant experience will also be considered.
• Some experience within financial services, wealth management, investment operations, or a client-facing financial institution preferred.
• Previous client onboarding or new account setup experience is highly desirable.
• General understanding of investment products, such as mutual funds, separately managed accounts (SMAs), and target-date funds.
• Strong written and verbal communication skills with the ability to interact professionally with clients and internal stakeholders.
• Highly organized, detail-oriented, and capable of managing multiple priorities.
• Self-starter with the initiative to take ownership of responsibilities and work independently within a collaborative team environment.
• Comfortable working in a hands-on, service-oriented role within a smaller team.

Additional Experience That Is a Plus:

• Series 7 and/or Series 66 licenses (not required; opportunity for licensing may be available).
• Experience with Fidelity Wealthscape or other investment custody platforms.

Why Consider This Opportunity?

• Join a respected, established organization with a meaningful mission and a strong institutional presence.
• Gain exposure to institutional investment clients and the operations of a sophisticated investment services environment.
• Develop valuable experience in client onboarding, investment account administration, and relationship management.
• Work alongside an experienced, collaborative team in an environment where individual contributions make an impact.
• Build a long-term career within client services and investment operations.