Client Service Associate - Wealth Management, In-Person

BOSTON WEALTH MANAGEMENT LTD; Wayland (MA); On-site; USD 48,000 - 62,000; Full time

Job summary

Boston Wealth Management, LLC in Wayland, MA is seeking a Client Service Associate to support our financial advisors and clients in a fast-paced, in-person environment. You will manage calls, help with scheduling, paperwork, and daily office tasks while ensuring regulatory compliance.

Ideal candidates have strong organization, multitasking ability, proficiency with Microsoft Office, and experience with RedTail CRM. Prior insurance knowledge is a plus.

Qualifications

• Strong organizational skills, efficiency, and punctuality a must.
• Ability to multitask in a demanding environment.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Experience using a CRM system (Redtail a plus).
• Familiar with a paperless office environment.

Responsibilities

• Answer incoming calls in a professional manner.
• Process client requests and follow up to ensure completion.
• Schedule client calls and meetings.
• Review and organize team schedules via RedTail calendar daily.
• Process checks in a timely manner.
• File documents.
• Order office supplies.
• Process incoming/outgoing mail.
• Welcome clients at time of appointments and build relationships.
• Complete required paperwork to facilitate business.
• Assist with various needs of office staff and Financial Advisors.

Skills

Organizational skills

Multitasking

Punctuality

Communication skills

Professional demeanor

Tools

Microsoft Office

RedTail CRM

Job description

Boston Wealth Management, LLC in Wayland, MA is seeking a Client Service Associate to support our financial advisors and clients in a fast-paced, in-person environment. You will manage calls, help with scheduling, paperwork, and daily office tasks while ensuring regulatory compliance.

Ideal candidates have strong organization, multitasking ability, proficiency with Microsoft Office, and experience with RedTail CRM. Prior insurance knowledge is a plus.