Client Service Associate

Lead Advisor; Massachusetts; On-site; USD 45,000 - 60,000; Full time

Job summary

Lead Advisor is a wealth management consulting and search firm seeking a detail-oriented professional to support two to three Financial Advisors with daily client service and operational needs.

You will prepare and process account paperwork, transfers, beneficiary updates, and other client requests, coordinating meeting preparation and follow-up activities to ensure timely engagements.

Qualifications

• Experience in wealth management or financial services is preferred.
• Strong attention to detail and organizational skills.
• Excellent communication and relationship-building abilities.

Responsibilities

• Support 2-3 Financial Advisors with day-to-day client service and operational needs.
• Prepare and process account paperwork, transfers, beneficiary updates, and other client requests.
• Coordinate meeting preparation, scheduling, and follow-up activities.
• Serve as a point of contact for clients, ensuring timely and professional communication.
• Maintain accurate client records and CRM documentation.
• Monitor workflows and ensure service requests are completed efficiently.
• Assist with client onboarding and ongoing relationship management.
• Coordinate with custodians and other third-party professionals as needed.

Skills

Client service

Relationship-building

Organizational skills

Communication

Multitasking

Tools

CRM systems

Microsoft Office

Job description

Lead Advisor is a wealth management consulting and search firm. This role is for one of our clients, an established wealth management firm.

Key Responsibilities:

• Support 2-3 Financial Advisors with day-to-day client service and operational needs.
• Prepare and process account paperwork, transfers, beneficiary updates, and other client requests.
• Coordinate meeting preparation, scheduling, and follow-up activities.
• Serve as a point of contact for clients, ensuring timely and professional communication.
• Maintain accurate client records and CRM documentation.
• Monitor workflows and ensure service requests are completed efficiently.
• Assist with client onboarding and ongoing relationship management.
• Coordinate with custodians and other third-party professionals as needed.

Preferred Qualifications:

• Prior experience in wealth management, financial services, banking, or client service.
• Strong organizational skills and attention to detail.
• Excellent communication and relationship-building abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience with CRM systems and Microsoft Office applications is preferred.