Client Services & Operations Associate

Ampcus Inc; New Haven (CT); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Asset Advisors is seeking a full-time Client Services & Operations Associate to support our institutional and marketing teams in Boston, MA or New Haven, CT. The role emphasizes client onboarding, operations, and CRM data management, with collaboration across custodians and internal partners.

The ideal candidate has a BA/BS and 3–7 years in financial services, with a proactive approach to process improvements, and a willingness to pursue SIE/Series licenses as applicable.

Qualifications

• BA or BS degree required.
• 3-7 years in financial services with a strong operations and client service background.
• Knowledge of Advent APX, Microsoft Dynamics, and Fidelity documentation a plus.
• Opportunity to obtain SIE, Series 7, and Series 66 licenses.
• Energetic and adaptable with a focus on process improvements.
• Excellent written and verbal communication skills.
• Proactive, with strong time-management and ability to meet deadlines.

Responsibilities

• Assist and support the Operations team and internal partners.
• Provide solutions with extensive contact with Operations and custodians.
• Facilitate and execute sales and marketing initiatives.
• Manage client reporting and onboarding activities.
• Maintain and support CRM data across platforms and ensure accuracy.

Skills

Client onboarding

Operations

Customer service

CRM data management

Communication

Time management

Team collaboration

Sales support

Process improvement

Education

BA or BS degree

Tools

Advent APX

Microsoft Dynamics

Fidelity documentation

Microsoft Office

Database software

Job description

Title:

Client Services & Operations Associate

Location:

New Haven, CT or Boston, MA - Hybrid

Duration:

Full time position

Overview:

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.

Skills Qualifications:

• 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 Client license
• 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
• 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
• Knowledge of database software desirable