Client Service Advisor (CSA)/Financial Services

New England Legal Search; Massachusetts; On-site; USD 50,000 - 70,000; Full time

Job summary

A leading legal search firm in Massachusetts is seeking a qualified Client Services Representative to deliver superior service to high-net-worth clients. Responsibilities include managing cash needs, coordinating custodial paperwork, and assisting with trust and estate matters. The ideal candidate has a Bachelor's degree in finance or a related field and 2–5 years of relevant experience.

Qualifications

• 2–5 years of experience in client service, wealth management, or financial services.
• Strong knowledge of trust administration, estate planning, and investment account operations.

Responsibilities

• Deliver superior service to high-net-worth clients by managing cash needs.
• Coordinate custodial paperwork and process transactions.
• Assist with trust and estate matters to meet client needs.

Skills

Client service experience

Trust administration knowledge

Financial services knowledge

Education

Bachelor’s degree in finance, accounting, or business

Job description

Client Services Representative

New England Legal Search is seeking qualified candidates who will be responsible for delivering superior service to high-net-worth clients by managing cash needs, coordinating custodial paperwork, processing transactions, and assisting with trust and estate matters. The CSA will also support relationship managers and portfolio managers, ensuring that client needs are proactively met with accuracy, discretion, and professionalism.

Qualifications

• Bachelor’s degree in finance, accounting, or business
• 2–5 years of experience in client service, wealth management, or financial services
• Strong knowledge of trust administration, estate planning, and investment account operations

Employment Type

Full-time – 5 days a week in the office

Location

Waltham, MA