Client Services Associate

G9 Financial; Millbury (MA); On-site; USD 40,000 - 55,000; Full time

Job summary

G9 Financial in Millbury, MA is seeking a Client Services Associate to support advisors and clients in daily operations. This full-time, on-site role handles inquiries, schedules appointments, processes account paperwork, and maintains accurate records.

You will greet clients, manage phone and email communication, and coordinate with back-office partners to resolve service issues and support the delivery of financial plans.

Qualifications

• Strong client services and customer service skills.
• Effective communication, including clear verbal and written skills.
• Customer support experience, issue resolution, timely follow-up.
• Foundational finance knowledge or interest; learn firm processes.
• Experience in client-facing or administrative role; proficiency with Office and CRM.

Responsibilities

• Handle client inquiries, schedule appointments, prepare and process account paperwork, and maintain client records.
• Greet clients in the office and provide a professional, welcoming experience.
• Coordinate with advisors and back-office partners to resolve service issues and support financial plans.

Skills

Client Services

Communication

Customer Support

Finance Knowledge

Education

High School Diploma

Associate/Bachelor's in Business/Finance

Tools

Microsoft Office

CRM systems

Job description

Company Description G9 Financial is a client-focused financial firm built on trust, integrity, and long-term relationships. The firm takes a holistic approach to financial planning, combining new ideas, professional experience, and deep industry knowledge to serve clients’ best interests. As an independently minded practice partnered with Cambridge Investment Research, one of the nation’s top independent broker-dealers, G9 Financial leverages advanced technology and robust support to deliver comprehensive financial services. This partnership enables access to a wide range of investment and advisory solutions while maintaining objective guidance for clients. Additional information and regulatory disclosures are available on the company’s website.
Role Description The Client Services Associate is a full-time, on-site role based in Millbury, MA, supporting advisors and clients in daily operations. This position handles client inquiries, schedules appointments, prepares and processes account paperwork, and maintains accurate client records. The role involves managing phone and email communication, greeting clients in the office, and ensuring a professional and welcoming experience. The Client Services Associate coordinates with advisors and back-office partners to resolve service issues, track follow-ups, and support the delivery of financial plans and reports. The role also includes basic administrative tasks, document management, and adherence to compliance procedures and firm policies.
Qualifications

• Candidates should possess strong Client Services and Customer Service skills, with a focus on building positive, professional relationships.
• Candidates should possess effective Communication skills, including clear verbal and written communication and active listening.
• Candidates should possess Customer Support skills, including handling inquiries, resolving issues, and providing timely follow-up.
• Candidates should possess foundational Finance knowledge or interest in financial services, with the ability to learn firm processes and products.
• Relevant qualifications include prior experience in a client-facing or administrative role, proficiency with office software (e.g., Microsoft Office, CRM systems), strong attention to detail, and organizational skills.
• A high school diploma is required; an associate or bachelor’s degree in business, finance, or a related field is preferred. Experience in a financial advisory, banking, or investment environment is a plus.