Client Service & Operations Associate (Boston-Hybrid)

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 our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: 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 our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East.  We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

 

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We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

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Overview

Knights of Columbus Asset Advisors is seeking a full-time Client Service & Operations Coordinator to join our growing team.  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.

Core 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 adhoc 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
• May participate in investment reviews and annual reviews
• Provide sales support which includes 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
• Performs other duties and special projects as required, including firm-wide initiatives

Skills Qualifications

Required:

• 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