Client Services Associate
5 days ago
Get AI-powered advice on this job and more exclusive features. This range is provided by Lead Advisor. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $75,000.00/yr - $85,000.00/yr Direct message the job poster from Lead Advisor Redefining Wealth Management Team Building Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown specializing in comprehensive retirement planning, investment advisory, annuities and life insurance. Their mission is to help individuals and families achieve financial peace of mind through personalized, long-term guidance. They are seeking a Client Service Associate to join their growing team. This role is strictly in-office and ideal for someone who values hands-on collaboration, professional growth and meaningful client relationships. Key Responsibilities Serve as the first point of contact for client inquiries (via phone, email and in-person) Provide new business, administrative, operations and compliance support Schedule client meetings and manage the advisors calendar Maintain CRM and ensure accurate client records and follow up tasks Liaise with custodians, insurance carriers, and vendors to support client operations Assist with client onboarding and account maintenance Support marketing, client events, and outreach events, as needed Qualifications 3 years of experience in financial services, insurance, wealth management, or a related client-facing role Strong organizational skills with keen attention to detail Excellent interpersonal and written communication skills Proficient in Microsoft Office (Outlook, PowerPoint, Word, Excel); CRM and financial software experience is a plus Must be able to work on-site in Charlestown, MA five days a week Series 65 or willingness to become licensed (a plus but not required) Must be able to work one Saturday a month (a compensatory day off another time during the month is offered) Must have access to a vehicle Location: 5x a week in Charlestown office Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Other Referrals increase your chances of interviewing at Lead Advisor by 2x Inferred from the description for this job Medical insurance 401(k) Get notified about new Client Services Associate jobs in Boston, MA. Boston, MA $60,000.00-$80,000.00 3 weeks ago Boston, MA $80,000.00-$90,000.00 3 weeks ago Boston, MA $70,000.00-$80,000.00 2 weeks ago Boston, MA $65,000.00-$75,000.00 2 weeks ago Client Service Associate, The Wealth Office Boston, MA $65,000.00-$90,000.00 2 weeks ago Private Wealth Management Registered Client Service Associate Boston, MA $85,000.00-$95,000.00 3 days ago Client Service Associate Fund Operations Tenant Service Coordinator/Tenant Experience Coordinator Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Client Service Associate
4 days ago
Boston, United States Stifel Financial Full timeJoin to apply for the Client Service Associate role at Stifel Financial Corp. 3 days ago Be among the first 25 applicants Join to apply for the Client Service Associate role at Stifel Financial Corp. Get AI-powered advice on this job and more exclusive features. Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture...
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Client Service Associate
3 weeks ago
Boston, United States Stifel Financial Corp. Full timeJoin to apply for the Client Service Associate role at Stifel Financial Corp.3 days ago Be among the first 25 applicantsJoin to apply for the Client Service Associate role at Stifel Financial Corp.Get AI-powered advice on this job and more exclusive features.Why StifelStifel strives for a culture that puts its clients and associates first: a culture where...
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Client Service Associate
3 weeks ago
Boston, United States GW&K Investment Management Full timeJoin to apply for the Client Service Associate role at GW&K Investment Management.The Client Service Associate acts as a liaison between the client, portfolio manager, custodian, and operations department.This role is based in our Boston, MA office with a hybrid schedule.ResponsibilitiesRespond to and resolve client requests/inquiries promptly.Monitor new...
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Client Services Associate
8 hours ago
Boston, United States Cannon Search Full timeClient Services Associate Hybrid Boston, MA (3 days in office) Salary: $75,000 $90,000 + discretionary bonus A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team. This role is ideal for someone who enjoys client interaction, financial planning, and being the steady, reliable point of support behind...
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Client Service Associate
2 weeks ago
Boston, United States Masis Professional Group Full timeMasis Professional Group provided pay range This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $65,000.00/yr - $80,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from Masis Professional Group Talent...
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Client Service Associate
1 week ago
Boston, United States Masis Professional Group Full timeMasis Professional Group provided pay range This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/yr - $80,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from Masis Professional Group Talent...
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Client Services Associate
2 days ago
Boston, MA, United States Hellosunshinetravels Full timeHello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating...
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Client Services Associate
2 weeks ago
Boston, United States Cannon Search Full timeThis range is provided by Cannon Search. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $75,000.00/yr - $90,000.00/yr Talent Acquisition Expert | 18+ Years of Experience Building Exceptional Teams Client Services Associate Hybrid Boston, MA (34 days in office) Salary: $75,000 $90,000 +...
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Client Services Associate
3 days ago
Boston, MA, United States Cannon Search Full timeClient Services Associate Hybrid – Boston, MA (3 days in office) Salary: $75,000 – $90,000 + discretionary bonus A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team. This role is ideal for someone who enjoys client interaction, financial planning, and being the steady, reliable point of support behind...
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Client Services Associate
5 days ago
Boston, MA, United States Cannon Search Full timeClient Services Associate Hybrid – Boston, MA (3 days in office) Salary: $75,000 – $90,000 + discretionary bonus A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team. This role is ideal for someone who enjoys client interaction, financial planning, and being the steady, reliable point of support behind...
