Wealth Management Client Experience Associate (Hybrid)

Grimes & Company; Westborough (MA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Vision insurance

Flexible spending accounts

Health savings account

Life insurance

Disability insurance

Paid time off

Parental leave

Job summary

A Registered Investment Advisory firm in Westborough, MA seeks a Client Service Associate to join their dynamic team. This role requires attention to detail and strong communication skills as the associate will support onboarding and servicing clients. The firm offers growth opportunities and a comprehensive benefits package including a 401(k) match and health insurance. Ideal candidates should have a bachelor’s degree and experience with CRM tools. Join us in delivering exceptional service to clients.

Qualifications

• High degree of accuracy with strong problem-solving skills.
• Ability to organize, multitask, and prioritize in a fast-paced environment.
• Willingness to learn and quickly grasp new technologies.

Responsibilities

• Support onboarding and servicing operations for clients.
• Ensure timely processing of client requests.
• Maintain accurate client account information in CRM.

Skills

Attention to detail

Problem-solving skills

Strong communication skills

Multitasking

Team player

Education

Bachelor's degree in accounting, finance, or related field

Tools

Salesforce

Orion

Laserfiche

DocuSign

Job description

A Registered Investment Advisory firm in Westborough, MA seeks a Client Service Associate to join their dynamic team. This role requires attention to detail and strong communication skills as the associate will support onboarding and servicing clients. The firm offers growth opportunities and a comprehensive benefits package including a 401(k) match and health insurance. Ideal candidates should have a bachelor’s degree and experience with CRM tools. Join us in delivering exceptional service to clients.