Wealth Client Services Associate — In-Office Boston

Beacon Hill Staffing Group, LLC; Boston (MA); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

Leave programs

Job summary

Beacon Hill Staffing Group, LLC in Boston, MA is seeking a Client Service Associate to support clients and the advisory team through client service, operations, events, and administrative duties. The ideal candidate has 2+ years in client-facing, admin, or operations roles within financial services or similar professional settings, with strong communication and CRM experience.

This in-office role offers a collaborative environment, growth opportunities, and exposure to wealth management

Qualifications

• 2+ years of client-facing, administrative, or operations experience in financial services or professional settings.
• Strong written, verbal, and phone communication skills.
• Ability to work independently and manage multiple priorities with minimal supervision.
• Excellent attention to detail and organizational skills.
• Experience with CRM platforms and database management.
• Professional, client-focused approach.
• Interpersonal skills to build trust with clients and colleagues.

Responsibilities

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

Skills

CRM experience

Strong communication

Independent worker

Multi-tasking

Attention to detail

Client-focused

Relationship management

Education

Bachelor's degree preferred

Tools

CRM platforms

Database management

Job description

Beacon Hill Staffing Group, LLC in Boston, MA is seeking a Client Service Associate to support clients and the advisory team through client service, operations, events, and administrative duties. The ideal candidate has 2+ years in client-facing, admin, or operations roles within financial services or similar professional settings, with strong communication and CRM experience.

This in-office role offers a collaborative environment, growth opportunities, and exposure to wealth management