Masis Professional Group

Compensation

Full Description

Junior Operations Specialist A Boston-based investment firm is seeking a Junior Operations Specialist to join its Operations team. This role supports back-office operations by maintaining accurate client data, improving operational processes, and assisting with client account administration. Key Responsibilities • Support the Operations team in implementing process improvements and technology enhancements. • Maintain accurate client data within the firm's CRM and related systems. • Coordinate client onboarding, offboarding, and account transactions. • Assist with operational projects and other special assignments as needed. • Ensure data integrity and provide administrative support to the Operations team. Qualifications • 1–3 years of experience in client service or operations within a financial services or investment firm. • Strong technical proficiency with Microsoft Office, particularly Excel. • Experience working with CRM software and maintaining client records. • Excellent organizational skills with strong attention to detail. • Ability to manage multiple priorities in a fast-paced environment. • Strong communication and problem-solving skills.