Client Services & Operations Specialist, Financial Services

Talent Groups; Boston (MA); On-site; USD 68,000 - 83,000; Full time

Job summary

Talent Groups is seeking a full-time Client Services and Operations Associate to join our Boston or New Haven team. You will support institutional and marketing efforts, manage client reporting, onboarding, and CRM data, and collaborate with Operations and custodians to ensure smooth service delivery.

The role requires strong communication, initiative, and a basic understanding of investment products. Preference for those with financial services experience in a client-facing environment.

Qualifications

• Strong written and verbal communication with a client-facing presence.
• Self-starter who can work independently with minimal direction.
• Some financial services experience preferred, with institutional investing or wealth management background.
• Knowledge of mutual funds, SMAs, and target funds.
• Comfortable in a small team and delivering hands-on client service.

Responsibilities

• Support institutional and marketing teams in Boston or New Haven.
• Provide solutions with extensive contact with Operations and custodians.
• Assist with onboarding, client reporting, and maintaining CRM data.
• Help execute sales and marketing initiatives.

Skills

Client communication

Independent worker

Financial services

Investment products knowledge

CRM data management

Job description

Talent Groups is seeking a full-time Client Services and Operations Associate to join our Boston or New Haven team. You will support institutional and marketing efforts, manage client reporting, onboarding, and CRM data, and collaborate with Operations and custodians to ensure smooth service delivery.

The role requires strong communication, initiative, and a basic understanding of investment products. Preference for those with financial services experience in a client-facing environment.