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Client Onboarding & Operations Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-23
Listing for:
Knights of Columbus
Full Time
position Listed on 2026-08-23
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Knights of Columbus Asset Advisors seeks a full-time Client Service & Operations Associate to join our Boston or New Haven team. The role emphasizes onboarding clients, maintaining strong relationships, and supporting the institutional and marketing teams with proactive service and accurate reporting.
Ideal candidates have 3-7 years in financial services, a BA/BS, and familiarity with Advent APX, Microsoft Dynamics, Fidelity documentation, and CRM tools.
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