Job Description
Seeking a full-time Client Service & Operations Associate with 3-7 years of experience in financial services, with a strong background in Operations and Client Service 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.
Job Responsibilities
- Builds relationships with clients and shareholders, our Operations team, Compliance, Portfolio Managers, Sales and Marketing team, as well as other internal and external business partners by delivering exceptional proactive service
- Onboards new client relationships through correspondence, reports, custodial paperwork, new account paperwork, and advisory agreements
- Services existing client relationships (including calls, meetings, corresponding, and addressing requests as well as processing money and asset movements, and ad hoc requests) with the highest level of service and prompt follow-up with the client
- Helps to prepare and provide documentation and materials required for client calls and visits
- Is the key liaison between Operations and Client Service/Sales. Has a strong operational skillset working with custodial websites and onboarding documentation (i.e. Fidelity), has experience with a Portfolio Reporting System (Advent APX)
- Works with Sales, Client Service, Investments and Compliance to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner
- Understands performance and how it is calculated and how to troubleshoot
Numbers & Facts
| Location | Boston, MA |
| Job Type | Full-time |
| Salary | $60,000–$90,000 Per Year |
| Company Size | 11 - 50 |
| Headquarters | Torrance, CA, US |
| Website | https://www.offsoar.com |
Qualifications
- 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
Benefits
Life Insurance, 401K Match, 401K, Medical, Dental, Vision
About Company
Offsoar is a global technology consulting and IT staff augmentation company dedicated to helping enterprises
modernize their operations through data, cloud, AI, and digital transformation solutions. Our flexible delivery
models (onsite, offshore, and nearshore) and deep industry expertise enable us to drive measurable outcomes.
✔ Reducing IT and operational costs
✔ Accelerating digital transformation
✔ Building high-performance data analytics platforms
✔ Implementing Generative AI-based intelligent solutions
Our Vision
To be the global partner of choice for consulting, IT staff augmentation, and digital solutions across offshore, nearshore, and onsite delivery models.
Skills
Skills
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