Client Services Associate

4 weeks ago

boston, United States Fanning Personnel Full time

Job Title: Client Service Associate

Location: Boston, MA

Job Type: Hybrid


Company Overview:

Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through tailored solutions, comprehensive wealth strategies, and a focus on long-term financial success.


Position Overview:

We are seeking a motivated and detail-oriented Client Service Associate to join our wealth management team. The successful candidate will play a critical role in supporting financial advisors and ensuring a high level of service to our clients. This position involves direct interaction with clients, managing account-related activities, and ensuring smooth day-to-day operations.


Key Responsibilities:

  • Serve as the primary point of contact for clients, addressing inquiries and providing timely resolutions to account-related issues.
  • Assist financial advisors in preparing client presentations, reports, and other documentation.
  • Facilitate account openings, transfers, and maintenance, ensuring all paperwork is accurate and compliant with regulatory requirements.
  • Manage and maintain client data, ensuring records are up-to-date and confidential.
  • Coordinate with internal teams to ensure smooth execution of client requests and transactions.
  • Monitor client accounts to ensure timely processing of transactions and proactive follow-up on outstanding items.
  • Support client onboarding by preparing new client materials and setting up accounts.
  • Assist in scheduling client meetings and managing advisor calendars.
  • Contribute to the continuous improvement of operational processes and client service delivery.


Qualifications:

  • Bachelor’s degree in finance, business, or a related field preferred.
  • 1-3 years of experience in a client service, operations, or administrative role, ideally within the financial services or wealth management industry.
  • Strong organizational skills with the ability to manage multiple tasks and priorities.
  • Excellent communication and interpersonal skills with a client-focused mindset.
  • Attention to detail and the ability to work efficiently in a fast-paced environment.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with financial software systems.
  • Ability to work both independently and as part of a team.
  • Series 7 and/or Series 66 licenses (or willingness to obtain) is a plus.


What We Offer:

  • Competitive salary and benefits package.
  • Opportunity for professional growth and advancement within the firm.
  • Collaborative and supportive work environment.
  • Access to ongoing training and development.

  • Client Service Associate

    2 months ago

    Boston, United States Fanning Personnel Full time

    Position Summary Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service Associate...

  • Client Service Associate

    6 months ago

    Boston, United States Graham Full time

    Position: REMOTE - Client Service Associate Status: Full-Time Hourly (40 hours)Hours: Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch * Phenomenal customer service, written, and verbal communication skills* ABOUT THE ORGANIZATION: This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a...

  • Client Services Associate

    2 weeks ago

    Boston, United States Fanning Personnel Full time

    Job Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...

  • Client Services Associate

    4 weeks ago

    Boston, United States Fanning Personnel Full time

    Job Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...

  • Client Services Associate

    4 weeks ago

    Boston, United States Fanning Personnel Full time

    Job Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...

  • Client Services Associate

    2 weeks ago

    Boston, United States Fanning Personnel Full time

    Job Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...

  • Client Service Associate

    4 weeks ago

    Boston, Massachusetts, United States Graham Full time

    About the Role:This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. This role is essential as it serves as the primary point of contact for clients, ensuring their...

  • Client Services Associate

    3 weeks ago

    Boston, United States Atlantic Group Full time

    The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

  • Client Services Associate

    2 weeks ago

    Boston, United States Atlantic Group Full time

    The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

  • Client Services Associate

    2 weeks ago

    Boston, United States Atlantic Group Full time

    The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

  • Client Services Associate

    2 weeks ago

    boston, United States Atlantic Group Full time

    The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

  • Client Services Associate

    2 weeks ago

    Boston, United States Atlantic Group Full time

    The Client Service Associate in Boston will support the Client Service Team in portfolio operations for various clients. Key responsibilities include implementing client investment strategies, assisting with portfolio reporting, and providing support to the Investment Team. The role requires collaboration with global Operations and Investment teams, managing...

  • Client Service Associate

    2 days ago

    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Client Service Associate

    3 days ago

    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Client Service Associate

    3 weeks ago

    Boston, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Client Service Associate in Boston, Massachusetts. This role involves providing administrative support within a non-profit organization, acting as the initial point of contact for all incoming communication and assisting with various administrative...

  • Client Service Associate

    2 weeks ago

    Boston, United States GW&K Investment Management Full time

    SummaryThe Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department.This is a hybrid role, 3 days in office and 2 days remote. ResponsibilitiesRespond and resolve client requests/inquires on a timely basis.Monitor new accounts, set-up, closing accounts, and transfers.Oversee and review account...

  • Client Services Associate

    1 week ago

    Boston, United States Phyton Talent Advisors Full time

    Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...

  • Client Services Associate

    1 week ago

    boston, United States Phyton Talent Advisors Full time

    Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...

  • Client Services Associate

    1 week ago

    Boston, United States Phyton Talent Advisors Full time

    Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...

  • Client Services Associate

    1 week ago

    boston, United States Phyton Talent Advisors Full time

    Our Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...