Wealth Management Client Services Specialist

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add a Client Service Manager to our dynamic and client-focused team. Recently named one of the 2025...

A growing wealth management firm is seeking a detail-oriented Client Services Associate in Westborough, MA. In this role, you will support financial advisors with daily operational tasks, ensuring exceptional client experiences. The ideal candidate has 2-5 years in financial services, strong organizational skills, and proficiency in Microsoft Office. This...

A client-focused wealth management firm in Westborough is seeking a highly organized Client Services Associate. This role involves scheduling client meetings, assisting advisors, and managing account operations. The ideal candidate has 2-5 years of experience in financial services, strong communication skills, and a commitment to exceptional client service....

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add an experienced Financial Advisor to our dynamic and client-focused team. Recently named one of the...

About UsWe are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.Position SummaryWe are seeking a detail-oriented and highly organized Client Services Associate to support our...

About Us We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors. Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our...

About UsWe are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.Position SummaryWe are seeking a detail-oriented and highly organized Client Services Associate to support our...

Client Services AssociateWe are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors. We are seeking a detail-oriented and highly organized Client Services Associate to support our...

Client Services Associate We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors. We are seeking a detail-oriented and highly organized Client Services Associate to support our...

About Us We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors. Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our...