Client Service Specialist

Talent Mappers; Boston (MA); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Holidays

Bonus opportunity

Job summary

Talent Mappers in Boston seeks a highly organized Client Service Specialist to join a growing wealth management team. You will serve as the primary contact for high-net-worth clients, supporting Financial Advisors with account administration, client communications, and operational activities.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is paramount.

Qualifications

• Bachelor's degree preferred.
• 1-3 years of client service, wealth management, private banking, financial services, or related experience.
• Strong understanding of investment accounts and financial industry practices.
• Experience supporting Financial Advisors or Wealth Advisors preferred.

Responsibilities

• Serve as a primary service contact for clients, responding promptly to inquiries and requests.
• Manage account opening, maintenance, transfers, and other client service transactions.
• Coordinate client onboarding and ensure all documentation is completed accurately and in compliance with firm policies.
• Assist advisors with preparing meeting materials, investment reviews, and client presentations.
• Schedule client meetings and maintain advisor calendars.
• Process paperwork related to account updates and money movements.
• Monitor account activity and follow up on outstanding client documentation.
• Maintain accurate client records within CRM and portfolio management systems.
• Collaborate with custodians, operations teams, and third-party service providers to resolve client issues.
• Support client retention by delivering a high-touch service experience.
• Ensure adherence to regulatory requirements and firm policies.

Skills

CRM proficiency

Attention to detail

Communication skills

Time management

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Wealth management platforms

Job description

We are seeking a highly organized and client-focused Client Service Specialist to join our client, growing wealth management team, in Boston. This role serves as a primary point of contact for high-net-worth clients, ensuring an exceptional service experience while supporting Financial Advisors and Wealth Management professionals with account administration, client communications, and operational activities.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, relationship-driven environment where client service excellence is paramount.

Key Responsibilities

• Serve as a primary service contact for clients, responding promptly to inquiries and requests.
• Manage account opening, maintenance, transfers, and other client service transactions.
• Coordinate client onboarding and ensure all documentation is completed accurately and in compliance with firm policies.
• Assist advisors with preparing meeting materials, investment reviews, and client presentations.
• Schedule client meetings and maintain advisor calendars.
• Process paperwork related to account updates, money movements, and service requests.
• Monitor account activity and follow up on outstanding client documentation.
• Maintain accurate client records within CRM and portfolio management systems.
• Collaborate with custodians, operations teams, and third-party service providers to resolve client issues efficiently.
• Support client retention efforts by delivering a high-touch and personalized service experience.
• Ensure adherence to regulatory requirements, compliance procedures, and firm policies.

Qualifications

• Bachelor's degree preferred.
• 1-3 years of client service, wealth management, private banking, financial services, or related experience.
• Strong understanding of investment accounts, wealth management operations, and financial industry practices.
• Experience supporting Financial Advisors, Relationship Managers, or Wealth Advisors preferred.
• Proficiency with CRM systems, Microsoft Office Suite, and wealth management technology platforms.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Professional demeanor and commitment to providing outstanding client service.
• Performance-based bonus opportunity
• Medical, dental, and vision insurance
• 401(k) with company match
• Generous paid time off and holidays
• Hybrid work schedule with 4 days in-office