Client Services Associate

Soni; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

Soni in Boston is seeking a Client Services Associate to support financial advisors and wealth managers in delivering exceptional service to high-net-worth clients. You will manage client account administration, coordinate transactions, and maintain accurate records, ensuring regulatory compliance and confidentiality.

The role requires strong communication, organization, and proficiency with Microsoft Office, CRM systems, and custodial platforms.

Qualifications

• Bachelor's degree preferred; relevant experience may be considered in lieu of a degree.
• 2–5 years of experience in client services, financial services, wealth management, or investment operations preferred.
• Experience with account opening, account transfers, financial transactions, and client account maintenance.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Experience with CRM, portfolio management, or financial custodial platforms is a plus.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• High level of professionalism, discretion, and commitment to client service.

Responsibilities

• Serve as primary contact for client inquiries with timely, professional support.
• Assist with opening new client accounts, preparing documentation, and processing account transfers.
• Process client transactions, including deposits, withdrawals, wire transfers, and distributions.
• Maintain and update client information in CRM and portfolio management systems.
• Coordinate account maintenance requests, beneficiary updates, and address changes.
• Support advisors with meeting preparation, client communications, reporting, and follow-up activities.
• Monitor outstanding paperwork and follow up with clients to ensure timely completion.
• Assist with onboarding new clients and coordinating asset transfers from other institutions.
• Ensure client documentation and transactions comply with policies, regulatory requirements, and internal procedures.
• Collaborate with custodians, advisors, operations, and other departments to resolve issues.
• Maintain confidentiality of sensitive financial and personal information.

Skills

Communication

Organizational skills

Attention to detail

Professionalism

Education

Bachelor's degree preferred

Tools

CRM software

Excel

Outlook

Portfolio management software

Custodial platforms

Job description

The Client Services Associate supports financial advisors and wealth management professionals in delivering exceptional service to high-net-worth individuals and families. This role is responsible for managing client account administration, coordinating transactions, maintaining accurate client records, and responding to client inquiries. The ideal candidate is detail-oriented, highly organized, and experienced in client service within a financial services or wealth management environment.

Key Responsibilities

• Serve as a primary point of contact for client inquiries, providing timely and professional support.
• Assist with opening new client accounts, preparing documentation, and processing account transfers.
• Process client transactions, including deposits, withdrawals, wire transfers, and distributions.
• Maintain and update client information, account records, and documentation within the firm's CRM and portfolio management systems.
• Coordinate account maintenance requests, beneficiary updates, address changes, and other client service needs.
• Support financial advisors with meeting preparation, client communications, reporting, and follow-up activities.
• Monitor outstanding paperwork and follow up with clients to ensure timely completion.
• Assist with onboarding new clients and coordinating the transfer of assets from other financial institutions.
• Ensure client documentation and transactions comply with firm policies, regulatory requirements, and internal procedures.
• Collaborate with custodians, financial advisors, operations teams, and other internal departments to resolve account issues.
• Maintain strict confidentiality of sensitive financial and personal information.

Qualifications

• Bachelor's degree preferred; relevant experience may be considered in lieu of a degree.
• 2–5 years of experience in client services, financial services, wealth management, or investment operations preferred.
• Experience with account opening, account transfers, financial transactions, and client account maintenance.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Experience with CRM, portfolio management, or financial custodial platforms is a plus.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• High level of professionalism, discretion, and commitment to client service.

Preferred Experience

• Experience supporting financial advisors or registered investment advisors (RIAs).
• Familiarity with investment accounts, retirement accounts, brokerage accounts, and wealth management processes.
• Knowledge of financial industry regulations and client documentation requirements.
• Experience working with custodians such as Fidelity, Schwab, or Pershing.

Compensation: $80,000-100,000

Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.