Client Services Associate

22 hours ago

Boston, MA, United States Lead Advisor Full time

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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

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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

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Inferred from the description for this job

Medical insurance

401(k)

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