Institutional Client Services & Onboarding Specialist

Hunter Hamilton; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Hunter Hamilton, a well-established financial organization, seeks a Client Service & Operations Associate to join its collaborative Client Services team in Boston. You will coordinate onboarding for institutional clients, partner with Fidelity and other custodians, and handle day-to-day service needs and reporting.

The role emphasizes accuracy, organization, and proactive process improvement. The ideal candidate has a finance-related degree or relevant experience, with a client-facing background

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field; relevant experience considered.
• Experience in financial services or wealth management is preferred.
• Experience with client onboarding or new account setup is highly desirable.
• Understanding of investment products such as mutual funds and SMAs.

Responsibilities

• Coordinate onboarding for institutional investment clients, including account setup and documentation.
• Work with Fidelity and other institutions to facilitate account openings and onboarding.
• Serve as a point of contact for day-to-day client service needs and reporting.
• Support client money movements, account transactions, and routine investment operations.
• Collaborate with internal teams to ensure accurate and timely client requests.
• Maintain organized client records and onboarding documentation.
• Identify opportunities to improve the client experience and processes.

Skills

Onboarding experience

Client service

Account setup

Communication skills

Organizational skills

Independent worker

Education

Bachelor's degree in Finance/Business/Economics

Tools

Fidelity Wealthscape

Investment platforms

Job description

Hunter Hamilton, a well-established financial organization, seeks a Client Service & Operations Associate to join its collaborative Client Services team in Boston. You will coordinate onboarding for institutional clients, partner with Fidelity and other custodians, and handle day-to-day service needs and reporting.

The role emphasizes accuracy, organization, and proactive process improvement. The ideal candidate has a finance-related degree or relevant experience, with a client-facing background