Client Services Associate

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

Benefits offered by this job

Paid overtime

Robust benefits package

Professional development opportunities

Supportive team environment

Job summary

Beacon Hill Staffing Group is seeking a Client Services Associate to provide high-touch support to clients and senior team members in a hybrid environment. The role combines client service, account coordination, and operational support, requiring 3+ years in financial services and excellent organization and communication skills.

The ideal candidate will handle multiple priorities, coordinate with various stakeholders, and contribute to research and special projects.

Qualifications

• 3+ years of financial services experience.
• Strong organization, communication, and follow-through.
• Ability to coordinate across multiple stakeholders and deadlines.

Responsibilities

• Coordinate ongoing client and account needs.
• Process and track financial and administrative requests.
• Partner with internal professionals and external contacts to resolve client matters.
• Maintain client records and documentation.
• Coordinate meetings and correspondence.
• Manage multiple time-sensitive priorities.
• Support research and special projects.
• Provide additional team coverage as needed.

Skills

Excel

Microsoft Office

Education

Bachelor's degree preferred

Job description

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

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.

• Work Model: Hybrid
• Degree: Preferred
• Responsibilities include 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
• The ideal candidate possesses 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

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.

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.