Client Services Associate

Lead Advisor; Boston (MA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Job summary

A prestigious financial services firm in Charlestown is seeking a Client Service Associate to join their team. This full-time role is focused on providing exceptional service to clients, managing inquiries, and supporting operations. The ideal candidate has 3 years of experience in financial services, strong organizational skills, and excellent communication abilities. This position requires on-site work five days a week and offers a dynamic environment to foster client relationships.

Qualifications

• 3 years of experience in financial services, insurance, or related client-facing role.
• Excellent attention to detail and strong organizational abilities.
• Ability to work on-site in Charlestown, MA five days a week.

Responsibilities

• Serve as the first point of contact for client inquiries.
• Provide administrative, operations, and compliance support.
• Manage the advisor's calendar and schedule client meetings.

Skills

Organizational skills

Interpersonal communication

Written communication

Microsoft Office

Tools

CRM software

Financial software

Job description

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This range is provided by Lead Advisor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $85,000.00/yr

Direct message the job poster from Lead Advisor

Redefining Wealth Management Team Building

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com

Client Service Associate

Our client is an established boutique financial services firm located in historic Charlestown specializing in comprehensive retirement planning, investment advisory, annuities and life insurance. Their mission is to help individuals and families achieve financial peace of mind through personalized, long-term guidance.

They are seeking a Client Service Associate to join their growing team. This role is strictly in-office and ideal for someone who values hands-on collaboration, professional growth and meaningful client relationships.

Key Responsibilities

· Serve as the first point of contact for client inquiries (via phone, email and in-person)

· Provide new business, administrative, operations and compliance support

· Schedule client meetings and manage the advisor’s calendar

· Maintain CRM and ensure accurate client records and follow up tasks

· Liaise with custodians, insurance carriers, and vendors to support client operations

· Assist with client onboarding and account maintenance

· Support marketing, client events, and outreach events, as needed

Qualifications

· 3 years of experience in financial services, insurance, wealth management, or a related client-facing role

· Strong organizational skills with keen attention to detail

· Excellent interpersonal and written communication skills

· Proficient in Microsoft Office (Outlook, PowerPoint, Word, Excel); CRM and financial software experience is a plus

· Must be able to work on-site in Charlestown, MA five days a week

· Series 65 or willingness to become licensed (a plus but not required)

· Must be able to work one Saturday a month (a compensatory day off another time during the month is offered)

· Must have access to a vehicle

Location: 5x a week in Charlestown office

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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Inferred from the description for this job

Medical insurance

401(k)

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