Client Services Associate — On-Site Wealth Support

Lead Advisor; Boston (MA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Job summary

A prestigious financial services firm in Charlestown is seeking a Client Service Associate to join their team. This full-time role is focused on providing exceptional service to clients, managing inquiries, and supporting operations. The ideal candidate has 3 years of experience in financial services, strong organizational skills, and excellent communication abilities. This position requires on-site work five days a week and offers a dynamic environment to foster client relationships.

Qualifications

• 3 years of experience in financial services, insurance, or related client-facing role.
• Excellent attention to detail and strong organizational abilities.
• Ability to work on-site in Charlestown, MA five days a week.

Responsibilities

• Serve as the first point of contact for client inquiries.
• Provide administrative, operations, and compliance support.
• Manage the advisor's calendar and schedule client meetings.

Skills

Organizational skills

Interpersonal communication

Written communication

Microsoft Office

Tools

CRM software

Financial software

Job description

A prestigious financial services firm in Charlestown is seeking a Client Service Associate to join their team. This full-time role is focused on providing exceptional service to clients, managing inquiries, and supporting operations. The ideal candidate has 3 years of experience in financial services, strong organizational skills, and excellent communication abilities. This position requires on-site work five days a week and offers a dynamic environment to foster client relationships.