Client Service & Operations Analyst

Our client here in Boston provides financial and investment products to its members and their entire family and is currently looking for a Client Service Operations Analyst with 0-2 years of experience for its busy Boston Office.

Responsibilities

• Develop and maintain productive relationships with clients, shareholders, and internal business partners, providing responsive support and ensuring a positive client experience.
• Coordinate the onboarding of new accounts, including account documentation, advisory agreements, custodial forms, client communications, and reporting requirements.
• Act as a primary resource for ongoing client needs, handling inquiries, account transactions, asset transfers, meeting requests, and other service-related matters in a timely manner.
• Organize and prepare client presentations, account materials, and supporting documentation for meetings and investment discussions.
• Coordinate with Operations, Sales, and Client Service teams to facilitate account administration, navigate custodial platforms, and ensure accurate completion of client documentation.
• Work closely with Portfolio Management, Compliance, Sales, and other departments to research and resolve client issues while maintaining strong service standards.
• Develop an understanding of investment performance reporting and assist with researching and addressing client questions related to portfolio results.
• Support periodic portfolio reviews, client meetings, and annual account reviews as needed.
• Provide day-to-day sales and relationship support to financial advisors, consultants, institutional clients, shareholders, and other distribution partners.
• Oversee aspects of the client reporting cycle, identifying ways to streamline workflows, strengthen accuracy, and improve overall service delivery.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related discipline.
• 0–2 years of experience in financial services, ideally with some exposure to investment operations, account administration, or client relationship support.
• General understanding of investment products, financial markets, and operational processes is a plus.
• Demonstrated ability to adapt to evolving business needs and identify opportunities to improve existing processes.
• Comfortable managing competing priorities and meeting deadlines in a fast-paced environment.
• Ability to take ownership of assignments while contributing effectively within a collaborative team.

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