Client Services & Operations Analyst — Finance Growth

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

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