Client Service Associate - Argent Wealth Management

Colonial Group; Waltham (MA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental & vision coverage from

Hybrid work model

401k matching

HSA contributions

Parental leave

Pet insurance

Job summary

Argent Wealth Management is seeking a client services associate to support wealth management clients, onboarding new accounts, and handling money movements. You will coordinate with advisors and custodians to ensure accurate processing and timely responses.

The role emphasizes a client-first approach, confidentiality, and collaboration across teams. A 2+ year track record in similar roles and proficiency with Outlook and Salesforce are required.

Qualifications

• 2+ years of experience in a similar role.
• Experience building relationships with main partners for each assigned customer.
• Accuracy and organization with strong follow-up skills.
• Experience assessing severity of support requests and escalations.
• Proficiency with MS Outlook and MS Word; Excel and Salesforce preferred.

Responsibilities

• Delivering service both internally and externally.
• Serving as primary client contact for inquiries via phone, email, and in-person.
• Onboarding new clients and supporting account maintenance and money movements.
• Address client inquiries within same day and respond to requests.
• Perform cashiering, ACH/wire/check requests.
• Maintain accurate client records per regulatory requirements.
• Collaborate with custodian partners (Fidelity, Schwab, others).
• Utilize Outlook, Salesforce, Orion to manage client data and requests.
• Field client requests and ensure needs are met per compliance.

Skills

Client service

Relationship building

Attention to detail

Time management

Team player

Confidentiality

Tools

MS Outlook

Salesforce

Orion

Schwab/Fidelity platforms

Job description

Your Future Team

Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals.

At Argent, behind every business decision is a single core belief: We provide white glove service to our clients. From continual training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology, to discovering better ways to improve client service, it's all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships.

What You’ll Do

You will report to the Director of Operations and be responsible for:

• Delivering service both internally and externally
• Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions
• Onboarding new clients and supporting existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc) and account maintenance
• Promptly addressing client inquiries within same day and responding to requests and providing information
• Completing cashiering responsibilities and ACH/wire/check requests
• Maintaining client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies
• Collaborating with custodian partners (Fidelity, & Schwab, outside custodians, etc.) to ensure accurate processing of client transactions. Downloading and uploading forms, monitoring and verifying changes in the system, resolving issues, and staying current with changing procedures
• Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
• Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards and requirements
• Managing client data within CRM (Salesforce) and monitoring to ensure accuracy
• Participating in weekly CSA team meeting – prepare and contribute thoughts for agendas, raise concerns, suggest solutions, look for and implement efficiency and process improvement

What You’ll Bring

• 2+ years of experience in a similar role
• Experience building relationships with main partners for each assigned customer
• Accuracy and organization along with follow-up/follow-through skills
• Experience assessing severity of support requests and escape based on severity
• Team player who shows a client-first attitude
• Proactively anticipate advisor and client needs
• Experience maintaining composure and remaining positive even in time-sensitive and complex situations
• Experience maintaining client relationships and providing service in a corporate environment
• Finance industry experience
• Proficiency in MS Outlook and MS Word required (Excel and Salesforce)
• Eagerness to work in a growing practice
• You are trustworthy, ethical, and able to handle sensitive financial information with the utmost confidentiality.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Hybrid model work schedule – minimum of 3 days in office (5 days in office for first 6 months)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.