Client Care Specialist - Wealth Management (Onsite)

The Hollister Group; Falmouth (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

The Hollister Group in Falmouth, MA seeks a Client Care Specialist to serve as the friendly front line for a respected wealth management firm. You will greet clients, listen to concerns, and handle onboarding materials with accuracy.

Success requires empathy, strong communication, and meticulous attention to detail, with 1–3+ years in customer service or admin roles. This is an onsite, long-term position offering growth.

Qualifications

• 1–3+ years of experience in customer service, reception, or administrative roles.
• Prior exposure to banking, insurance, or finance strongly preferred.
• Proficiency in Microsoft Word and Excel; experience with formulas, sorting, and deduplication on large data sets ideal.
• Familiarity with CRM software.

Responsibilities

• Greet and assist clients with warmth and professionalism to create a welcoming experience.
• Actively listen to client concerns, swiftly identifying the core issues to determine appropriate solutions.
• Conduct thorough research to address client account questions, providing accurate and creative resolutions.
• Maintain ownership of client requests, ensuring each is resolved efficiently from start to finish.
• Manage incoming calls, emails, and documentation to support smooth office operations.
• Handle physical and digital filing systems to ensure compliance with company policies.
• Prepare, review, and process financial paperwork and onboarding materials.
• Support daily operational tasks, including mail management and office supply orders.

Skills

Customer service

Communication

Empathy

Problem solving

Attention to detail

Data management

Office administration

Education

High school diploma

Associate's degree

Bachelor's degree

Tools

CRM software

Microsoft Word

Microsoft Excel

Job description

The Hollister Group in Falmouth, MA seeks a Client Care Specialist to serve as the friendly front line for a respected wealth management firm. You will greet clients, listen to concerns, and handle onboarding materials with accuracy.

Success requires empathy, strong communication, and meticulous attention to detail, with 1–3+ years in customer service or admin roles. This is an onsite, long-term position offering growth.