Client Services & Operations Associate

Endowment Partners, LLC; Las Vegas (NV); On-site; USD 58,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

PTO 2 weeks

14 paid federal holidays

401k match

Concierge doctor access

Job summary

Endowment Partners, LLC is seeking a Client Services & Operations Associate to support a nonprofit and foundation client base with meticulous service and organization. You will coordinate client meetings, manage CRM records, assist with account openings, and help drive operational efficiency while growing in a collaborative, growth-focused environment.

This role offers hands-on exposure to investment management processes and a clear path to additional responsibilities as you develop.

Qualifications

• Bachelor's degree preferred.
• 1–3 years of professional experience (financial services experience helpful but not required).
• Exceptional organizational skills; outstanding written and verbal communication.
• Strong attention to detail and ability to manage multiple priorities.
• High level of professionalism and discretion; commitment to excellence.

Responsibilities

• Coordinate client meetings from scheduling through follow-up.
• Prepare meeting agendas, presentation materials, and client review packets.
• Maintain accurate client records within the CRM.
• Track client requests and ensure timely completion.
• Assist with new account openings, transfers, and custodial paperwork.
• Coordinate signatures and required documentation.
• Help deliver a seamless, high-touch client experience.
• Support portfolio administration and operational workflows.
• Assist with quarterly reporting and performance presentation preparation.
• Coordinate investment committee materials and board meeting packets.
• Maintain client files and operational checklists.
• Assist with special projects and process improvement initiatives.
• Coordinate internal meetings and project timelines.
• Track deliverables and follow through on outstanding items.
• Help improve systems and workflows and operational efficiency.
• Serve as a central communication point between team members.

Skills

Exceptional organizational skills

Outstanding written and verbal contact

Strong attention to detail

Ability to manage multiple priorities

High level of professionalism and Dis​

Genuine interest in investment管理

Education

Bachelor's degree preferred

Job description

Benefits: Full benefits, including health insurance, dental and vision insurance, 2 weeks PTO plus 14 Federal Holidays, 401k match, and access to the firm's concierge doctor

Client Services & Operations Associate

Compensation: $58k - $65k

Benefits: Full benefits, including health insurance, dental and vision insurance, 2 weeks PTO plus 14 Federal Holidays, 401k match, and access to the firm's concierge doctor

Build a Career in Investment Management

The Endowment Partners team understands that exceptional client service begins long before a client meeting. It starts with preparation, attention to detail, proactive communication, and a commitment to delivering an outstanding experience in every interaction.

We are seeking a Client Services & Operations Associate who is highly organized, naturally curious, and excited to build a long-term career in investment management.

This is an opportunity to work alongside a collaborative team serving nonprofit organizations, foundations, endowments, and philanthropic families. You will gain exposure to every aspect of the business while developing into a trusted member of our team.

This is a role designed for someone who wants to learn, grow, and gradually assume increasing responsibility within the firm.

Your Day-to-Day Responsibilities

Client Experience

• Coordinate client meetings from scheduling through follow-up
• Prepare meeting agendas, presentation materials, and client review packets
• Maintain accurate client records within the CRM
• Track client requests and ensure timely completion
• Assist with new account openings, transfers, and custodial paperwork
• Coordinate signatures and required documentation
• Help deliver a seamless, high-touch client experience

Investment Operations

• Support portfolio administration and operational workflows
• Assist with quarterly reporting and performance presentation preparation
• Coordinate investment committee materials and board meeting packets
• Maintain client files and operational checklists
• Assist with special projects and process improvement initiatives

Team Support

• Coordinate internal meetings and project timelines
• Track deliverables and follow through on outstanding items
• Help improve systems, workflows, and operational efficiency
• Serve as a central communication point between team members
  

Who You Are

• You enjoy bringing order to complexity.
• You notice details others overlook.
• You naturally follow through.
• You don't wait to be reminded.
• You enjoy learning new systems and solving problems.
• You take pride in producing accurate, polished work.
• You are comfortable asking questions and receiving feedback because your goal is continuous improvement.
• Most importantly, you care deeply about doing things right.
  

What We Are Looking For

• Bachelor's degree preferred
• 1–3 years of professional experience (financial services experience is helpful but not required)
• Exceptional organizational skills
• Outstanding written and verbal communication
• Strong attention to detail
• Ability to manage multiple priorities simultaneously
• High level of professionalism and discretion
• Genuine interest in investment management and long-term career growth
  

What Success Looks Like

Within your first year, you will become a trusted resource to both our team and our clients. You will understand our operational processes, contribute to a consistently exceptional client experience, and take ownership of key responsibilities that allow the firm to continue growing.

As you develop, your responsibilities will grow alongside your capabilities.

We believe in investing in people who demonstrate initiative, curiosity, accountability, and a commitment to excellence.

This position is intentionally designed as a growth opportunity. We are committed to developing talented individuals who demonstrate exceptional judgment, initiative, and attention to detail. As your knowledge and responsibilities grow, so will your opportunities within the firm.