Institutional Client Services & Operations Associate

Hunter Hamilton; New Haven (CT); On-site; USD 52,000 - 78,000; Full time

Job summary

Hunter Hamilton in New Haven, CT seeks a Client Service & Operations Associate to join a collaborative team serving institutional clients. You will coordinate onboarding, support money movements, and work with Fidelity Wealthscape to ensure accurate account activity.

This entry-level role offers hands-on experience in investment operations and client service within a mission-driven financial organization. The role emphasizes strong communication, organization, and the ability to manage multiple

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field or equivalent experience.
• Experience in financial services, wealth management, investment operations, or client-facing institutions preferred.
• Previous onboarding or new account setup experience is highly desirable.
• General understanding of investment products (mutual funds, SMAs, target-date funds).
• Strong written and verbal communication with internal and external stakeholders.
• Highly organized and able to manage multiple priorities in a collaborative team.

Responsibilities

• Coordinate onboarding for new institutional investment clients, including setup, documentation and account establishment.
• Partner with Fidelity and other institutions to facilitate account openings and onboarding.
• Serve as day-to-day contact for client service needs and assist with account maintenance and reporting.
• Support client money movements, account transactions and routine investment operations.
• Collaborate with internal Client Services and Operations teams to ensure timely execution of requests.
• Maintain organized client records and ensure onboarding documentation is complete and accurate.
• Identify opportunities to improve the client experience and team processes.

Skills

Client service

Attention to detail

Communication

Organizational skills

Independent worker

Team player

Education

Bachelor's degree

Equivalent experience

Tools

Fidelity Wealthscape

Job description

Hunter Hamilton in New Haven, CT seeks a Client Service & Operations Associate to join a collaborative team serving institutional clients. You will coordinate onboarding, support money movements, and work with Fidelity Wealthscape to ensure accurate account activity.

This entry-level role offers hands-on experience in investment operations and client service within a mission-driven financial organization. The role emphasizes strong communication, organization, and the ability to manage multiple