Investment Operations Specialist
Sentinel GroupMassachusetts, United States
Posted February 26, 2026
63000 - 68000 USD
About the Company
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.
Job Description
We are seeking a dynamic Investment Operations & Client Service Associate who takes pride in their work and has a strong interest in the financial services industry. The role involves managing operational systems, reporting and billing, and providing customer support to clients.
Requirements
- 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
- 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
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