Client Services & Operations Associate

Title: Client Services & Operations Associate

Location: New Haven, CT or Boston, MA - Hybrid

Duration: Full time position

Overview:

Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston, or New Haven location. This individual will have specialized knowledge and skills, obtained through experience and/or formal training, to assist and support our institutional and marketing team. The candidate should have a strong operational background, especially when it comes to client onboarding. They will be expected to provide solutions to problems with extensive contact with our Operations team, internal business partners, as well as various custodians. Additionally, they will help to facilitate and execute sales and marketing initiatives, manage client reporting, provide assistance with onboarding and maintaining our financial intermediary partners, while ensuring accurate CRM data management and support across platforms.

Skills Qualifications:

• BA or BS degree
• 3-7 years of experience in financial services, with a strong background in Operations and Client Service
• Knowledge of Advent APX, Microsoft Dynamics, and Fidelity documentation a plus
• An opportunity to obtain your SIE, Series 7, and Series 66 Client license
• Energized by change and ability to think "outside the box regarding process improvement
• Flexibility to handle changing priorities, pressure, and short deadlines
• Self-motivated; ability to work well independently and with others
• A high standard of professionalism
• Notable attention to detail
• Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
• Exceptional written and verbal communication skills
• Investment product knowledge desirable and strong familiarity with operational procedures
• Microsoft Office suite of products required
• Salesforce CRM. Microsoft Dynamics or similar desirable
• Knowledge of database software desirable