Client Services Associate

Join a well-established, nationally recognized, mission-driven financial organization with a longstanding history of serving its members and supporting religious and charitable communities. With a strong commitment to financial stewardship and long-term relationships, this organization provides investment and financial services to institutional clients, including dioceses, archdioceses, religious orders, endowments, and foundations.

We are seeking a motivated and detail-oriented Client Service & Operations Associate to join a collaborative Client Services team. This is an excellent opportunity for an early-career financial services professional who enjoys working directly with clients, coordinating account activity, and building expertise in institutional investment services.

Key Responsibilities

• Coordinate the onboarding process for new institutional investment clients, including account setup, required documentation, and account establishment.
• Partner with Fidelity, the organization's primary custodian, and other financial institutions to facilitate account openings and onboarding activities.
• Serve as a point of contact for day-to-day client service needs, responding to inquiries and assisting with account maintenance and reporting.
• Support client money movements, account transactions, and other routine investment operations.
• Collaborate closely with internal Client Services and Operations teams to ensure accurate and timely execution of client requests.
• Maintain organized client records and ensure onboarding documentation and account information are complete and accurate.
• Identify opportunities to improve the client experience and contribute to efficient team processes.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field preferred; equivalent relevant experience will also be considered.
• Some experience within financial services, wealth management, investment operations, or a client-facing financial institution preferred.
• Previous client onboarding or new account setup experience is highly desirable.
• General understanding of investment products, such as mutual funds, separately managed accounts (SMAs), and target-date funds.
• Strong written and verbal communication skills with the ability to interact professionally with clients and internal stakeholders.
• Highly organized, detail-oriented, and capable of managing multiple priorities.
• Self-starter with the initiative to take ownership of responsibilities and work independently within a collaborative team environment.
• Comfortable working in a hands-on, service-oriented role within a smaller team.

Additional Experience That Is a Plus:

• Series 7 and/or Series 66 licenses (not required; opportunity for licensing may be available).
• Experience with Fidelity Wealthscape or other investment custody platforms.

Why Consider This Opportunity?

• Join a respected, established organization with a meaningful mission and a strong institutional presence.
• Gain exposure to institutional investment clients and the operations of a sophisticated investment services environment.
• Develop valuable experience in client onboarding, investment account administration, and relationship management.
• Work alongside an experienced, collaborative team in an environment where individual contributions make an impact.
• Build a long-term career within client services and investment operations.