Client Service Associate

Grimes & Company; Westborough (MA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Vision insurance

Flexible spending accounts

Health savings account

Life insurance

Disability insurance

Paid time off

Parental leave

Job summary

A Registered Investment Advisory firm in Westborough, MA seeks a Client Service Associate to join their dynamic team. This role requires attention to detail and strong communication skills as the associate will support onboarding and servicing clients. The firm offers growth opportunities and a comprehensive benefits package including a 401(k) match and health insurance. Ideal candidates should have a bachelor’s degree and experience with CRM tools. Join us in delivering exceptional service to clients.

Qualifications

• High degree of accuracy with strong problem-solving skills.
• Ability to organize, multitask, and prioritize in a fast-paced environment.
• Willingness to learn and quickly grasp new technologies.

Responsibilities

• Support onboarding and servicing operations for clients.
• Ensure timely processing of client requests.
• Maintain accurate client account information in CRM.
• Process new account forms and reconcile with CRM data.
• Store required forms in the Document Management System.
• Assemble marketing materials and mail to clients and referrals nationwide.
• Notify clients of eStatement login details and assist with mail handling.
• Follow compliance procedures and assist with tasks as required.

Skills

Attention to detail

Problem-solving skills

Strong communication skills

Multitasking

Team player

Education

Bachelor's degree in accounting, finance, or related field

Tools

Salesforce

Orion

Laserfiche

DocuSign

Job description

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add a Client Service Associate to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For, this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals.

About The Role

The Client Service Associate will support the onboarding and servicing operations of new and existing clients. This role works closely with Client Service Managers and Administrative Coordinators to perform many of the administrative tasks related to client accounts and requests. The ideal candidate must be detail-oriented, have excellent communication skills, and possess a keen sense of prioritization, organization, and urgency. Industry experience preferred but not required.

This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA.

Key Responsibilities

• Work closely with Client Service Managers to facilitate timely processing of client requests
• Input prospect, client, and account information into the firm’s CRM
• Prepare and review account paperwork to determine accuracy and completeness
• Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM
• Ensure required forms and documentation are accurately stored within the firm’s Document Management System
• Assemble marketing material packages and mail to prospects, clients and/or referral partners across the country
• Cross-reference client account deposits with the firm’s daily check blotter
• Notify new clients of their login information for the firm’s eStatement delivery portal
• Assist Administrative Coordinator in answering and directing phone calls, depositing client checks into investment accounts, and processing incoming and outgoing mail
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
• Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks.
• Perform special projects as needed

Requirements

• Bachelor's degree in accounting, finance, economics, or related field is preferred but not required
• Industry experience preferred but not required
• Experience with Salesforce, Orion, Laserfiche, and/or DocuSign are preferred but not required
• High degree of accuracy and attention to detail, with strong problem-solving skills
• Dedicated team player with strong follow up and communication skills
• Ability to organize, multitask, and prioritize in a deadline driven environment
• Ability to quickly grasp new technologies and concepts
• Ability to use information from different sources and synthesize that information to accomplish tasks
• Successful completion of a background and credit check

We offer a comprehensive benefits package including:

• 401(k) match
• Health insurance
• Vision insurance
• Flexible spending accounts
• Health savings account
• Life insurance
• Disability insurance
• Paid time off
• Parental leave

Why Join Us?

• Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways.
• Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized.
• Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.

If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients!