Client Services Associate

Balanced Rock Investment Advisors; Boston (MA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

A Boston-based wealth management firm is seeking a Client Services Associate to provide exceptional support to advisors and clients. This full-time role includes managing client communications, onboarding, and office management in a hybrid work environment. Ideal candidates will have experience in client service and a passion for financial planning.

Benefits

401k with company match

Health Insurance

Dental Insurance

Life and Disability Insurance

Paid Time Off

Qualifications

• Several years’ experience in a client service role with a Registered Investment Adviser.
• Willingness to obtain Series 65 license within a reasonable time.

Responsibilities

• Client communications and responding to inquiries.
• Managing new client onboarding process.
• Maintaining and utilizing CRM system (Redtail).

Skills

Attention to Detail

Communication

Organizational Skills

Problem Solving

Professionalism

Education

Series 65 License

Tools

MoneyGuidePro

Charles Schwab

Redtail

Orion

Job description

Client Services Associate, Balanced Rock Investment Advisors

About the Company

Balanced Rock Investment Advisors is a Boston-based fee-only wealth management and financial planning firm with a focus on values-based investing. We work with clients across a wide range of income and asset levels with the goal of providing quality fiduciary advisory services to anyone who needs them. We are a growing firm with opportunities for advancement.

Job Description

We are seeking an experienced Client Services Associate to join our small and dedicated team to provide excellent support to our advisors and customer service to our clients. We are pleased to serve a diverse clientele, so you must enjoy working with people from all walks of life and treat everyone kindly.

This is a full-time salaried position with an expected minimum of 40 hours per week.

The Client Services Associate will support the firm's advisors and clients, and the primary responsibilities include:

• client communications including responding to client inquiries and requests,
• managing new client onboarding process including account setup and transfers,
• preparing and processing custodial and internal forms,
• assisting clients with money movement requests,
• maintaining and utilizing our CRM system (Redtail),
• office management such as mail sorting, filing, and purchasing,
• provide other systems- and project-based support for advisors and operations teams, as needed.

This position offers a hybrid work model which requires a minimum of 2 days per week at our office in the Roslindale neighborhood of Boston, with up to 3 days per week remote work. During onboarding and training, up to 5 days per week in our office may be required. Occasional travel and occasional evening and weekend work may be required.

Skills and Experience

The ideal candidate will have several years’ experience in a client service role with a Registered Investment Adviser and will have the Series 65 license (or equivalent) or be willing to obtain it within a reasonable time. Candidates should also have a passion for financial planning or investing, excellent administrative and organizational skills, and enjoy helping people. Familiarity with industry software and service providers such as MoneyGuidePro, Charles Schwab, Redtail, or Orion is beneficial.

This role requires the following skills:

• strong attention to detail,
• clear written and verbal communication,
• ability to manage multiple priorities and deadlines,
• strong organizational skills and ability to follow directions,
• strong sense of discretion and confidentiality,
• professionalism,
• willingness to tackle difficult projects,
• comfort with online software and systems such as CRM,
• ability to work collaboratively as part of a team,
• ability to work independently remotely or in office,
• ability to proactively problem solve,

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout our office and building to access different areas.
• Ability to move equipment weighing up to 35 pounds.

Compensation

Compensation includes salary of $65,000 - $90,000 depending on experience and qualifications, an annual bonus opportunity, 401k with company match, health insurance (PPO, HSA compatible), dental insurance, and life and disability insurance. Paid time off of approximately 4 weeks per year is provided in addition to standard paid holidays.

Balanced Rock is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind.We are committed to providing equal employment opportunities regardless of race, color, sex, gender identity, sexual orientation, religion, national origin, disability, family or parental status, or any other non-merit factor. We encourage all qualified applicants to apply.

To apply, please send an email and attach a separate cover letter and resume to: [e-mail].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

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