Wealth Management Client Services Associate — Hybrid

HighTower Advisors, LLC; Waltham, Northern (MA, KY); Hybrid; USD 58,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid parental leave

Hybrid model work schedule

401k matching plan

HSA employer contributions

Student loan assistance

Job summary

Argent Wealth Management in Waltham, MA is seeking a Client Service Associate to support advisor client teams with onboarding, account maintenance, and money movements. You will handle inquiries via phone, email and in person while maintaining accurate client records and collaborating with Fidelity, Schwab and other custodians.

The role requires 2+ years in a similar client-service capacity within wealth management, a high level of organization, and a client-first mindset.

Qualifications

• 2+ years in a client service or operations role within financial services.
• Strong focus on accuracy, organization and follow-through.
• Ability to assess and prioritize client requests calmly and professionally.
• Trustworthy with sensitive financial information and regulatory compliance.

Responsibilities

• Deliver client service through phone, email and in-person interactions.
• Onboard new clients and support existing accounts, including money movements.
• Maintain client records and collaborate with custodians to process transactions.
• Use Outlook, Salesforce and custodial platforms to support account maintenance.
• Prepare for weekly CSA team meetings and contribute ideas for efficiency.

Skills

Client service

Relationship building

Organization

Communication

Team player

Confidentiality

Tools

Outlook

Salesforce

Orion

Schwab

Fidelity

Job description

Argent Wealth Management in Waltham, MA is seeking a Client Service Associate to support advisor client teams with onboarding, account maintenance, and money movements. You will handle inquiries via phone, email and in person while maintaining accurate client records and collaborating with Fidelity, Schwab and other custodians.

The role requires 2+ years in a similar client-service capacity within wealth management, a high level of organization, and a client-first mindset.