Client Services Associate

Beacon Hill Staffing Group; Boston (MA); Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Paid overtime

Comprehensive benefits

Professional development opportunities

Supportive team environment

Job summary

Beacon Hill Staffing Group in Boston is seeking a Client Services Associate to provide high-touch support to clients and senior team members. The role blends client service, account coordination, operational support, and project work.

The ideal candidate brings 3+ years of financial services experience, excellent organization and communication, and strong Excel/MS Office skills. The hybrid position offers career growth and a strong benefits package.

Qualifications

• 3+ years of financial services experience.
• Experience in client service, operations, wealth management, or related setting is preferred.
• Strong communication, organization, and attention to detail.

Responsibilities

• Coordinating ongoing client and account needs.
• Processing and tracking financial and administrative requests.
• Partnering with internal professionals and outside contacts to resolve client matters.
• Maintaining client records and documentation.
• Coordinating meetings and correspondence.
• Managing multiple time-sensitive priorities.
• Supporting research and special projects.
• Providing additional team coverage as needed.

Skills

3+ years of financial services

Client service

Wealth management exposure

Excel

Microsoft Office

Education

Bachelor's degree preferred

Tools

Excel

Microsoft Office Suite

Job description

Client Services Associate to $90K - Strong Benefits & Career Growth!

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

Our client, an established professional services organization, is seeking a Client Services Assistant to provide high-touch support to clients and senior team members.

This position offers a mix of client service, account coordination, operational support, and project work. The ideal candidate brings 3+ years of financial services experience along with excellent organization, communication, and follow-through.

Position Details

• Location: Boston, MA
• Work Model: Hybrid
• Degree: Preferred

Responsibilities

• coordinating ongoing client and account needs
• processing and tracking financial and administrative requests
• partnering with internal professionals and outside contacts to resolve client matters
• maintaining client records and documentation
• coordinating meetings and correspondence
• managing multiple time-sensitive priorities
• supporting research and special projects
• providing additional team coverage as needed

Ideal Candidate

• 3+ years of financial services experience
• previous exposure to client service, operations, wealth management, private banking, or a related setting
• ability to coordinate work across multiple stakeholders and competing deadlines
• polished communication and strong client service skills
• excellent attention to detail and independent judgment
• strong Excel and Microsoft Office skills
• a flexible and collaborative working style

Benefits

• Enjoy paid overtime, strong benefits, professional development opportunities, and a supportive team environment!

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you. Beacon Hill. Employing the Future