Client Service & Operations Associate

Feel Good About Doing Good — The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our mission: our profits are donated to help those in need and to support our faith — $1.73B over the past ten years. While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and employee benefits. As part of our religious mission, we support the pro-life cause, oppose assisted suicide and euthanasia, evangelize for the Catholic faith, and aid Christians facing religious persecution in the Middle East. We work together to support our two million members as they volunteer to help others in parishes and communities worldwide.

About the role

Knights of Columbus Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston or New Haven location. This individual will assist and support our institutional and marketing team, leveraging specialized knowledge and skills gained through experience and/or formal training. The role requires a strong operational background, particularly in client onboarding, and involves extensive collaboration with our Operations team, internal business partners, and various custodians. The associate will facilitate and execute sales and marketing initiatives, manage client reporting, assist with onboarding and maintaining financial intermediary partners, and ensure accurate CRM data management.

Responsibilities

• Build relationships with clients, shareholders, the Operations team, Compliance, Portfolio Managers, Sales and Marketing, and other internal and external business partners by delivering exceptional proactive service.
• Onboard new client relationships through correspondence, reports, custodial paperwork, new account paperwork, and advisory agreements.
• Service existing client relationships, including handling calls, meetings, correspondence, requests, processing money and asset movements, and ad hoc requests with prompt follow-up.
• Prepare and provide documentation and materials required for client calls and visits.
• Serve as the key liaison between Operations and Client Service/Sales, utilizing a strong operational skillset with custodial websites and onboarding documentation (e.g., Fidelity) and experience with a Portfolio Reporting System (Advent APX).
• Collaborate with Sales, Client Service, Investments, and Compliance to resolve issues and ensure client satisfaction in a courteous and professional manner.
• Understand performance calculation and troubleshooting; may participate in investment and annual reviews.
• Provide sales support to financial intermediaries, consultants, shareholders, clients, platforms, and other key partners.
• Manage and continuously improve the client reporting process, identifying opportunities for increased efficiency and accuracy.
• Perform other duties and special projects as required, including firm-wide initiatives.

Requirements

• BA or BS degree.
• 3-7 years of experience in financial services, with a strong background in Operations and Client Service.
• Knowledge of Advent APX, Microsoft Dynamics, and Fidelity documentation is a plus.
• An opportunity to obtain your SIE, Series 7, and Series 66 FINRA licenses.
• Authorization to work in the United States is required; this position is not eligible for visa sponsorship.

Skills

• 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 and notable attention to detail.
• Proactive in task follow-up, staying ahead of deadlines, and excellent time-management skills.
• Exceptional written and verbal communication skills.
• Investment product knowledge desirable and strong familiarity with operational procedures.
• Proficiency in Microsoft Office suite of products required; Salesforce CRM or Microsoft Dynamics experience desirable.
• Knowledge of database software desirable.

Pay

The wage range for this role is $58,500 - $99,500, taking into account factors such as skill sets, experience, training, licensure, certifications, and business needs. The range applies when the work is performed in Connecticut; adjustments may be made for other locations. It is not typical for an individual to be hired at or near the top of the range.

Benefits

• Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
• Professional Development: Certifications, designation, and tuition reimbursement.
• Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.
• Health and Wellness:
  • Short-term disability and term life insurance fully paid for by the company.
  • Up to 12 weeks of childbirth leave under STD policy; one week of fully paid parental leave for all new parents, including adoptive and foster parents.
  • A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. (Note: The Order's health plans do not cover abortion, sterilization, or contraception.)
  • Long-term disability insurance, dental insurance, and vision insurance.
  • Health club membership reimbursement and Employee Assistance Program.

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.