Client Services Associate

Masis Professional Group; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

An established industry player in wealth management is seeking a Client Service Associate to enhance client experiences through seamless account management and collaboration with portfolio managers. This role requires a proactive individual with a strong client service background and exceptional organizational skills. Join a dynamic team focused on sustainable investing and enjoy competitive compensation alongside comprehensive benefits in a collaborative environment. Your contributions will directly impact client satisfaction and operational efficiency.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Maternity Leave

Paid Paternity Leave

Tuition Assistance

Qualifications

• Minimum three years of proven client service experience.
• Strong attention to detail and organizational skills.

Responsibilities

• Coordinate opening and maintenance of client accounts.
• Process client requests and facilitate secure transactions.

Skills

Client Service Experience

Organizational Skills

Interpersonal Skills

Communication Skills

Proficiency in Microsoft Office

CRM Software Experience

Interest in Sustainable Investing

Tools

Salesforce

Major Custodial Platforms (Fidelity, Schwab)

Job description

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Masis Professional Group provided pay range

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

Base pay range

$65,000.00/yr - $90,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Masis Professional Group

Talent Acquisition Specialist at Masis Staffing (Fanning Personnel)

A Boston-based wealth management firm specializing in sustainable investing is seeking a Client Service Associate to join its exciting team. This role will work closely with portfolio managers, the operations team, and other client service professionals to ensure seamless account management and an exceptional client experience.

Key Responsibilities:

• Coordinate the opening and ongoing maintenance of client accounts, ensuring tasks are completed accurately and efficiently.
• Process client requests promptly, collaborating with portfolio managers to resolve open account issues.
• Facilitate disbursements and contributions, ensuring timely and secure transactions.
• Assist with charitable donations of cash and stock from client portfolios.
• Maintain strong internal coordination to update client accounts and records.
• Liaise with accountants and third parties to ensure proper submission of documents and payments.
• Document all communications in the firm's Client Relationship Management (CRM) system.

Qualifications:

• Proven client service experience (minimum three years preferred).
• Interest in sustainable investing is a plus.
• Exceptional organizational skills and attention to detail.
• Strong interpersonal and communication skills for client and team interactions.
• Proficiency in Microsoft Office and ability to leverage technology for efficiency.
• Experience working with CRM software (Salesforce preferred).
• Familiarity with major custodial platforms (Fidelity and Schwab preferred).

Why Join Us?

This opportunity offers competitive compensation, comprehensive benefits, and a collaborative work environment focused on innovation and impact. Benefits include medical, dental, and disability insurance, as well as employer contributions to retirement and health savings accounts.

This position is based in Boston, MA.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

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