Wealth Management Client Services Specialist

Colonial Group; Waltham (MA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental & vision coverage from

Hybrid work model

401k matching

HSA contributions

Parental leave

Pet insurance

Job summary

Argent Wealth Management is seeking a client services associate to support wealth management clients, onboarding new accounts, and handling money movements. You will coordinate with advisors and custodians to ensure accurate processing and timely responses.

The role emphasizes a client-first approach, confidentiality, and collaboration across teams. A 2+ year track record in similar roles and proficiency with Outlook and Salesforce are required.

Qualifications

• 2+ years of experience in a similar role.
• Experience building relationships with main partners for each assigned customer.
• Accuracy and organization with strong follow-up skills.
• Experience assessing severity of support requests and escalations.
• Proficiency with MS Outlook and MS Word; Excel and Salesforce preferred.

Responsibilities

• Delivering service both internally and externally.
• Serving as primary client contact for inquiries via phone, email, and in-person.
• Onboarding new clients and supporting account maintenance and money movements.
• Address client inquiries within same day and respond to requests.
• Perform cashiering, ACH/wire/check requests.
• Maintain accurate client records per regulatory requirements.
• Collaborate with custodian partners (Fidelity, Schwab, others).
• Utilize Outlook, Salesforce, Orion to manage client data and requests.
• Field client requests and ensure needs are met per compliance.

Skills

Client service

Relationship building

Attention to detail

Time management

Team player

Confidentiality

Tools

MS Outlook

Salesforce

Orion

Schwab/Fidelity platforms

Job description

Argent Wealth Management is seeking a client services associate to support wealth management clients, onboarding new accounts, and handling money movements. You will coordinate with advisors and custodians to ensure accurate processing and timely responses.

The role emphasizes a client-first approach, confidentiality, and collaboration across teams. A 2+ year track record in similar roles and proficiency with Outlook and Salesforce are required.