Wealth Client Experience & Operations Associate

Beacon Hill; Boston (MA); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Discretionary bonus

Retirement plan

Comprehensive benefits

Job summary

Beacon Hill is seeking a Client Service Associate to support clients and the advisory team in a stable, relationship-driven environment. The role combines client service, operational coordination, event support, and administrative tasks in a professional office.

The ideal candidate has 2+ years of client-facing or administrative experience, preferably in financial services, with strong communication, CRM skills, and the ability to manage multiple priorities independently.

Qualifications

• 2+ years in client-facing, administrative, or operations roles.
• Experience in financial services or professional services preferred.
• Strong written, verbal, and phone communication skills.
• Ability to manage multiple priorities with minimal supervision.
• Experience with CRM and database management.
• Professional, client-focused approach with interpersonal skills.

Responsibilities

• Serve as primary contact for client inquiries by phone, email, and in person.
• Maintain CRM records and support account-related administration.
• Coordinate educational events and seminars (logistics and attendee communications).
• Assist with business processing, operational workflows, and compliance activities.
• Partner with external vendors on marketing initiatives.
• Provide day-to-day administrative support to the advisory team.

Skills

Client-facing

Administrative support

Operations coordination

CRM proficiency

Communication skills

Organization

Education

Degree preferred

Tools

CRM platforms

Database management

Job description

Beacon Hill is seeking a Client Service Associate to support clients and the advisory team in a stable, relationship-driven environment. The role combines client service, operational coordination, event support, and administrative tasks in a professional office.

The ideal candidate has 2+ years of client-facing or administrative experience, preferably in financial services, with strong communication, CRM skills, and the ability to manage multiple priorities independently.