Client Service & Operations Associate
Location: Boston, MA or New Haven, CT (Hybrid 2–4 days onsite)
Salary: $70K–$75K plus benefits
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.
Client Services Associate in New Haven at NR Consulting
This position is listed as full time and hybrid. It was posted yesterday.