Growth-Focused 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

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.