Client Services & Operations Specialist – Hybrid (Finance)

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

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.