Wealth Client Experience Associate

Hightower Advisors; Waltham (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Argent Wealth Management in Waltham, MA is seeking a client service professional to support advisors and client teams. The role focuses on delivering excellent service to clients both internally and externally, onboarding new clients, and facilitating money movements and account maintenance.

You will work under the Director of Operations, handling inquiries promptly via phone, email, and in-person interactions, and contribute to maintaining strong client relationships through accurate, timely

Responsibilities

• Delivering service both internally and externally
• Serving on client team with advisor(s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions
• Onboarding new clients and supporting existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc) and account maintenance
• Promptly addressing client inquiries within same day and responding to requests and providing information

Job description

Argent Wealth Management in Waltham, MA is seeking a client service professional to support advisors and client teams. The role focuses on delivering excellent service to clients both internally and externally, onboarding new clients, and facilitating money movements and account maintenance.

You will work under the Director of Operations, handling inquiries promptly via phone, email, and in-person interactions, and contribute to maintaining strong client relationships through accurate, timely