Client Service Associate

KBW Financial Staffing & Recruiting; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

KBW Financial Staffing & Recruiting in Boston, MA, is seeking a client service professional to support wealth management clients. In this onsite role with some flexibility, you will act as the primary point of contact, manage inquiries, assist with account openings and administration, and coordinate with investment professionals.

You will handle transfers, distributions, and client reporting, maintain accurate CRM records, and help prepare materials for client meetings.

Qualifications

• Experience in wealth management, investment management, private banking, brokerage, financial services, or a related field.
• Experience supporting high-net-worth individuals, families, trusts, or institutional clients preferred.
• Strong understanding of investment accounts and financial products.

Responsibilities

• Serve as the primary point of contact for clients, providing responsive and personalized service.
• Manage day-to-day client inquiries and coordinate requests with investment and wealth management professionals.
• Assist with the opening, maintenance, and administration of investment and wealth management accounts.
• Coordinate account transfers, distributions, cash requests, paperwork, and client account activity.
• Prepare and coordinate materials for client meetings and follow up on outstanding requests.
• Communicate with custodians, financial institutions, and external partners on behalf of clients and the firm.
• Execute and coordinate investment trades on behalf of clients, including processing and settlement.
• Maintain comprehensive CRM records of client interactions, account activity, and service requests.
• Assist with client reporting and other portfolio-related information.

Skills

Client service

Communication

Attention to detail

Organization

Independent worker

Team collaboration

Tools

CRM software

Investment platforms

Job description

Boston, MA, onsite with flexibility

$80-100K

Key Responsibilities

• Serve as a primary point of contact for clients, providing responsive and personalized service.
• Manage day-to-day client inquiries and coordinate requests with the firm's investment and wealth management professionals.
• Assist with the opening, maintenance, and administration of investment and wealth management accounts.
• Coordinate account transfers, distributions, cash requests, paperwork, and other client account activity.
• Prepare and coordinate materials for client meetings and follow up on outstanding requests.
• Communicate with custodians, financial institutions, and other external partners on behalf of clients and the firm.
• Execute and coordinate investment trades on behalf of clients, including processing trade instructions and ensuring accurate and timely execution and settlement.
• Maintain comprehensive and accurate client records within the CRM, documenting client interactions, account activity, service requests, and follow-up items.
• Assist with client reporting and other portfolio-related information.
• Monitor outstanding client requests and ensure they are completed accurately and in a timely manner.
• Support the firm's advisors and investment professionals with various client service and administrative needs.
• Develop a strong understanding of each client's unique circumstances and anticipate their service needs.

Qualifications

• Experience in wealth management, investment management, private banking, brokerage, financial services, or a related field.
• Experience supporting high-net-worth individuals, families, trusts, or institutional clients preferred.
• Strong understanding of investment accounts and financial products, including equities, mutual funds, ETFs, and retirement accounts.
• Familiarity with account administration, transfers, distributions, custodial processes, and client documentation.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and organizational abilities.
• Ability to manage multiple priorities and follow through on client requests.
• Strong interpersonal skills and a professional, client-focused approach.
• Ability to work independently while collaborating closely with a small team

KBW789