Client Service Associate

Beacon Hill Staffing Group, LLC; Canton (MA); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Beacon Hill Staffing Group, LLC is seeking a Client Service Associate for a hybrid role in Canton, MA. You will support client account administration, processing transactions, and documentation management while coordinating with internal teams and clients.

The ideal candidate has 3+ years in banking or financial services, a Bachelor's degree is preferred, and experience with Microsoft Office and Salesforce is desired.

Qualifications

• 3+ years of banking or financial services experience.
• Bachelor's degree preferred.
• Proficiency with Microsoft Office and Salesforce preferred.
• Exposure to lending operations or private banking environments is a plus.

Responsibilities

• Serve as a primary point of contact for client service requests and account inquiries
• Support account opening, maintenance, and closing processes
• Process transactions, including deposits, withdrawals, transfers, and other account activities
• Assist with client documentation, compliance requirements, and record maintenance
• Provide support for online banking platforms and related client requests
• Partner with internal teams to coordinate account and lending-related activities
• Prepare reports, client meeting materials, and administrative documentation
• Support operational processes, audits, and special projects as needed

Skills

Banking experience

3+ years experience

Education

Bachelor's degree

Tools

Microsoft Office

Salesforce

Job description

Client Service Associate - Hybrid / Canton, MA

Our client, a growing financial services organization, is seeking a Client Service Associate to support client account administration and day-to-day service operations. This role will work closely with internal teams and clients to ensure account maintenance, transaction processing, documentation management, and client support activities are completed accurately and efficiently.

Responsibilities

• Serve as a primary point of contact for client service requests and account inquiries
• Support account opening, maintenance, and closing processes
• Process transactions, including deposits, withdrawals, transfers, and other account activities
• Assist with client documentation, compliance requirements, and record maintenance
• Provide support for online banking platforms and related client requests
• Partner with internal teams to coordinate account and lending-related activities
• Prepare reports, client meeting materials, and administrative documentation
• Support operational processes, audits, and special projects as needed

Qualifications

• 3+ years of banking or financial services experience
• Bachelor's degree preferred
• Proficiency with Microsoft Office and Salesforce preferred
• Exposure to lending operations or private banking environments is a plus

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 500 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.

Benefits Information

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.

We look forward to working with you.Beacon Hill.

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