Client Onboarding & Operations Specialist
Listed on 2026-10-07
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Business
Client Relationship Management, Customer Success Management, Business Administration -
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management
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.
We are currently recruiting a Client Onboarding & Operations Specialist for our team in Boston, MA, United States.
Are you ready to take on the Client Onboarding & Operations Specialist role at Knights of Columbus?
We would love to welcome a new Client Onboarding & Operations Specialist to our team in Boston, MA, United States.
For the Client Onboarding & Operations Specialist position at Knights of Columbus, we are reviewing applications now.
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