Client Service Associate (CSA)
Boston, MA | Full-Time
A well-established, Boston-based Registered Investment Advisor (RIA) is seeking a Client Service Associate (CSA) to join its growing team. This is an excellent opportunity for an organized and client-focused professional looking to build a long-term career within wealth management.
This role offers hands-on exposure to client service, financial planning support, and advisory operations, along with structured mentorship and a clear path toward future growth within the firm.
Position Overview
The Client Service Associate will support Advisors and play a key role in delivering a high-quality client experience. This individual will act as a central point of coordination across client service, operations, and planning support functions.
Key Responsibilities
Client Service & Relationship Management
- Serve as a primary point of support for Advisors, assisting with client communications and service requests
- Act as a liaison between clients and Advisors to ensure a seamless, responsive experience
- Maintain strong client relationships through proactive follow-up and coordination
Operations & Administrative Support
- Assist with account maintenance, portfolio administration, and client updates
- Process service requests with a high level of accuracy and attention to detail
- Maintain organized and up-to-date client records and documentation
Advisor & Planning Support
- Prepare client meeting materials, presentations, and planning documentation
- Assist in gathering and organizing client financial data for review meetings
- Provide day-to-day administrative and operational support to Advisors
Compliance & Accuracy
- Ensure all client activity is handled in accordance with firm policies and regulatory requirements
- Maintain strict confidentiality and professionalism in handling client information
Qualifications
Required
- Strong organizational and communication skills
- High attention to detail with the ability to manage multiple priorities
- Professional, client-first mindset
- Demonstrated interest in pursuing a career in wealth management
Preferred
- Prior experience in client service, financial services, or a professional office environment
- Bachelor’s degree in Finance, Business, Economics, or a related field
- Exposure to financial planning concepts or investment products is a plus
- Licensing is not required for this role.
Work Environment & Growth
- Full-time, in-office during initial onboarding and training (Boston-based)
- Opportunity to transition to a hybrid schedule over time
- Structured mentorship and hands-on training
- Clear pathway toward advancement into advisory or senior client service roles
Compensation & Benefits
- Competitive base salary (commensurate with experience)
- Comprehensive benefits package
- Long-term career growth within a collaborative, client-focused firm
If you’re looking to join a team where you can build foundational experience and grow within wealth management, this role offers a strong platform to do so.
