Provide client service and investment operations support including account openings, transfers, trade placement and quarterly rebalancing, CRM maintenance, billing and fee reconciliation, operational reporting, and collaboration with compliance and internal teams to resolve issues and improve workflows.
Location Note: This a hybrid role for our Wakefield, MA office.
The Purpose of Your Role:
We are seeking a dynamic, motivated Investment Operations & Client Service Associate who takes pride in the knowledge and commitment to service they bring to their job. Passionate about service standards, and ideally has a strong interest in the financial services industry.
A phenomenal communicator, both verbally and in writing. The successful candidate needs to be highly organized and capable of juggling competing deadlines and priorities. They should be intensely detailed orientation and focused on both accuracy and consistency.
In addition to the many detailed administrative and analytic requirements of this position, it is essential that the Associate is a knowledgeable, team-oriented professional with strong leadership skills to perform operational activities within the firm’s SEC registered Investment Advisor and FINRA registered broker-dealer.
What you'll bring to Sentinel:
Preferred qualifications:
What you’ll be part of:
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.
Sentinel was recognized by The Boston Globe as a Top Place to Work in 2020, 2023, and 2025. The firm also earned the Top Workplaces USA Award from Energage through 2021-2026.
At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our Benefits:
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
The Purpose of Your Role:
We are seeking a dynamic, motivated Investment Operations & Client Service Associate who takes pride in the knowledge and commitment to service they bring to their job. Passionate about service standards, and ideally has a strong interest in the financial services industry.
A phenomenal communicator, both verbally and in writing. The successful candidate needs to be highly organized and capable of juggling competing deadlines and priorities. They should be intensely detailed orientation and focused on both accuracy and consistency.
In addition to the many detailed administrative and analytic requirements of this position, it is essential that the Associate is a knowledgeable, team-oriented professional with strong leadership skills to perform operational activities within the firm’s SEC registered Investment Advisor and FINRA registered broker-dealer.
What you'll bring to Sentinel:
- Ability to consistently deliver a superior level of productivity and quality service
- Management of operational systems – Pershing, Schwab Alliance, Fidelity, Investment, Block Trading & Rebalancing
- Management of reporting and billing system (Orion)
- Knowledge of CRM (SalesForce)
- Ability to develop, document, and implement efficient processes and workflows, and proactively improve processes
- Support and issue resolution for clients and sales reps when necessary
- Answer incoming client inquiries and providing customer support to clients, including assistance with paperwork and electronic access to the online account management system
- Process new account opening, asset transfers, and basic account updates
- Resolve straightforward client issues
- Support financial advisors with administrative follow up and paperwork
- Maintain and update client records in CRM and other systems
- Collaborate with internal teams (compliance, marketing)
- Place trades in client accounts as part of the quarterly rebalancing of advisory models as well as upon individual client requests
- Work closely with Compliance Department on account and representative oversight
- Process disbursements and contributions for all client accounts
- Assist Investment Team with reporting and platform research
- Oversee account set up and maintenance for all clients
- Prepare and analyze daily/weekly/monthly/quarterly operational reports and metrics
- Manage, reconcile, and review quarterly client advisory fee billings
- Assist with sending out client paperwork
Preferred qualifications:
- Bachelor’s degree in Business, or related field or equivalent experience
- 3-5 years of experience with financial services operations
- Organizational skills and ability to manage multiple priorities
- Excellent verbal and written communication skills
- Experience with the trading platform systems, Pershing Netx, Schwab, & Fidelity
- Ability to work independently and handle various projects simultaneously
- Proficiency in MS Office, especially excel
- Series 7, 63/65 or 7/66
- Salary Range: $63,000-$68,000
What you’ll be part of:
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.
Sentinel was recognized by The Boston Globe as a Top Place to Work in 2020, 2023, and 2025. The firm also earned the Top Workplaces USA Award from Energage through 2021-2026.
At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our Benefits:
- PTO (vacation, sick, personal time bank)
- FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
- 12 Paid Holidays (10 stated and 2 floating holidays)
- 2 Community Volunteer Days
- 5 Summer Half Days
- Medical, Dental, Vision
- Life Insurance
- LTD & STD
- Retirement Plan with 4% Employer Match
- Parental Leave
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
Top Skills
Pershing,Pershing Netx,Schwab Alliance,Schwab,Fidelity,Orion,Salesforce,Ms Office,Excel
Sentinel Group Wakefield, Massachusetts, USA Office
100 Quannapowitt Parkway, Wakefield, MA, United States, 01880
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