Client Service Associate - Argent Wealth Management

Hightower Advisors; Waltham (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Argent Wealth Management in Waltham, MA is seeking a client service professional to support advisors and client teams. The role focuses on delivering excellent service to clients both internally and externally, onboarding new clients, and facilitating money movements and account maintenance.

You will work under the Director of Operations, handling inquiries promptly via phone, email, and in-person interactions, and contribute to maintaining strong client relationships through accurate, timely

Responsibilities

• 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

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