Client Service Associate

Client Service Associate

About the Opportunity

An established and growing wealth management organization is seeking a Client Service Associate to support advisors and help deliver an exceptional experience to clients. This position offers meaningful exposure to client interaction, account administration, and the day-to-day functions of a successful advisory practice. The right candidate will be someone who enjoys working in a team environment, takes pride in being organized, and can confidently manage multiple responsibilities while maintaining a high level of professionalism. This is a strong opportunity for someone looking to grow within the financial services industry.

Responsibilities

Client Support

• Act as a key contact for client needs, questions, and service requests.
• Build positive relationships through timely communication and dependable follow-through.
• Assist with meeting preparation, follow-up tasks, and ongoing advisor support.
• Coordinate with outside providers and custodial partners when needed.

Account Administration

• Prepare paperwork related to new accounts, transfers, and client updates.
• Review documents for completeness and accuracy before submission.
• Monitor pending requests and help move items through to completion.
• Support account maintenance such as beneficiary changes, distributions, and cash movement requests.

Operational Support

• Utilize internal systems to manage tasks, notes, and workflow activity.
• Keep records current and organized while following regulatory and internal procedures.
• Help identify ways to improve efficiency and strengthen service processes.
• Assist with onboarding and training of newer team members when appropriate.

Team Partnership

• Work closely with advisors and operations staff to ensure a consistent client experience.
• Participate in team meetings and contribute ideas to improve service delivery.
• Provide dependable day-to-day support in a fast-moving office environment.

Qualifications

• Previous experience in financial services, wealth management, banking, or a related field required.
• Prior client-facing or operational experience strongly preferred.
• Comfortable using Microsoft Office and CRM technology.
• Familiarity with custodial platforms or digital document systems is a plus.
• Industry licensing is beneficial but not required.
• Strong written and verbal communication skills.
• Excellent attention to detail and follow-up habits.
• Ability to prioritize effectively and manage several tasks at once.
• Professional presence and strong judgment.
• Willingness to travel occasionally between the New Hampshire and Massachusetts offices.

What the Firm Offers

• Competitive compensation based on experience
• Opportunity for long-term career growth
• Collaborative and supportive team environment
• Direct exposure to advisors and client relationships
• Stable and growing organization within wealth management