Client Services Associate

Location: Boston, MA or New Haven, CT (Hybrid 2-4 days onsite)

Role Overview:

Seeking a client-focused professional to support institutional investment clients, with a primary focus on new client onboarding and day-to-day client services.

Key Responsibilities:

• Manage client onboarding, account setup, and documentation.
• Coordinate with Fidelity and other custodians.
• Handle client inquiries, reporting, and account maintenance.
• Assist with money movements and basic investment operations.
• Collaborate with Client Services and Operations teams.

Must-Have Qualifications:

• Strong communication and client service skills.
• Financial services experience; institutional investments or wealth management preferred.
• Understanding of investment products such as mutual funds and SMAs.
• Client onboarding experience strongly preferred.
• Self-motivated, detail-oriented, and comfortable working independently.

Nice to Have:

• Series 7 or Series 66 license.
• Fidelity Wealthscape experience.

Ideal Candidate:

A junior-level financial services professional who enjoys hands-on client service and wants to grow long-term in client services rather than move into management quickly.