Client Service Associate

Beacon Hill Staffing Group, LLC; Boston (MA); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

Leave programs

Job summary

Beacon Hill Staffing Group, LLC in Boston, MA is seeking a Client Service Associate to support clients and the advisory team through client service, operations, events, and administrative duties. The ideal candidate has 2+ years in client-facing, admin, or operations roles within financial services or similar professional settings, with strong communication and CRM experience.

This in-office role offers a collaborative environment, growth opportunities, and exposure to wealth management

Qualifications

• 2+ years of client-facing, administrative, or operations experience in financial services or professional settings.
• Strong written, verbal, and phone communication skills.
• Ability to work independently and manage multiple priorities with minimal supervision.
• Excellent attention to detail and organizational skills.
• Experience with CRM platforms and database management.
• Professional, client-focused approach.
• Interpersonal skills to build trust with clients and colleagues.

Responsibilities

• Serve as a primary contact for client inquiries by phone, email, and in person.
• Maintain CRM records and support account-related administration.
• Coordinate educational events and seminars, including logistics and attendee communications.
• Assist with business processing, operational workflows, and compliance-related activities.
• Partner with external vendors on marketing initiatives.
• Support client relationship management efforts.
• Provide day-to-day administrative assistance to the advisory team.

Skills

CRM experience

Strong communication

Independent worker

Multi-tasking

Attention to detail

Client-focused

Relationship management

Education

Bachelor's degree preferred

Tools

CRM platforms

Database management

Job description

Client Service Associate to $80K

Join a Stable and Relationship-Driven Financial Services Team!

Our client, a well-established financial services firm, is seeking a Client Service Associate to provide outstanding support to clients and contribute to the success of a collaborative advisory team. This role combines client service, operational coordination, event support, and administrative responsibilities in a professional office environment. The ideal candidate has 2+ years of experience in client-facing, administrative, or operations roles, preferably within financial services or another professional services setting.

Position Details

Location: Boston, MA

Work Model: In Office

Degree: Preferred

Responsibilities

• serve as a primary contact for client inquiries by phone, email, and in person


• maintain accurate CRM records and support account-related administration


• coordinate educational events and seminars, including logistics and attendee communications


• assist with business processing, operational workflows, and compliance-related activities


• partner with external vendors on marketing initiatives


• support client relationship management efforts


• provide day-to-day administrative assistance to the advisory team

Candidate Requirements

• The ideal candidate possesses 2+ years of professional office experience, preferably within wealth management, banking, insurance, tax, or a related field.


• Strong written, verbal, and phone communication skills.


• Ability to work independently and manage multiple priorities with minimal supervision.


• Excellent attention to detail and organizational skills.


• Experience with CRM platforms and database management.


• A professional, client-focused approach.


• Interpersonal skills to build trust with clients and colleagues alike.

Benefits & Compensation

Enjoy a highly stable team environment, comprehensive benefits, discretionary bonus opportunities, retirement plan contributions, and the chance to work with a respected organization known for exceptional employee retention!

• medical


• dental


• vision


• federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 5^th 0 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

Beacon Hill. Employing the Future (TM)