Wealth Management Client Services Associate – Onsite Boston

KBW Financial Staffing & Recruiting; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

KBW Financial Staffing & Recruiting in Boston, MA, is seeking a client service professional to support wealth management clients. In this onsite role with some flexibility, you will act as the primary point of contact, manage inquiries, assist with account openings and administration, and coordinate with investment professionals.

You will handle transfers, distributions, and client reporting, maintain accurate CRM records, and help prepare materials for client meetings.

Qualifications

• Experience in wealth management, investment management, private banking, brokerage, financial services, or a related field.
• Experience supporting high-net-worth individuals, families, trusts, or institutional clients preferred.
• Strong understanding of investment accounts and financial products.

Responsibilities

• Serve as the primary point of contact for clients, providing responsive and personalized service.
• Manage day-to-day client inquiries and coordinate requests with investment and wealth management professionals.
• Assist with the opening, maintenance, and administration of investment and wealth management accounts.
• Coordinate account transfers, distributions, cash requests, paperwork, and client account activity.
• Prepare and coordinate materials for client meetings and follow up on outstanding requests.
• Communicate with custodians, financial institutions, and external partners on behalf of clients and the firm.
• Execute and coordinate investment trades on behalf of clients, including processing and settlement.
• Maintain comprehensive CRM records of client interactions, account activity, and service requests.
• Assist with client reporting and other portfolio-related information.

Skills

Client service

Communication

Attention to detail

Organization

Independent worker

Team collaboration

Tools

CRM software

Investment platforms

Job description

KBW Financial Staffing & Recruiting in Boston, MA, is seeking a client service professional to support wealth management clients. In this onsite role with some flexibility, you will act as the primary point of contact, manage inquiries, assist with account openings and administration, and coordinate with investment professionals.

You will handle transfers, distributions, and client reporting, maintain accurate CRM records, and help prepare materials for client meetings.