Client Service Associate
Client Service Associate
Boston, Massachusetts
|Direct (Permanent) Full Time
|$ 60,000 - $ 80,000 per year
Boston, Massachusetts
Direct (Permanent) Full Time
$ 60,000 - $ 80,000 per year
August 07, 2025
|Job ID: AP1426252BOS_1754575737
August 07, 2025
Job ID: AP1426252BOS_1754575737
Job Summary
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Client Service Associate to $80K - Build Lasting Client Relationships!
Our client, a boutique financial services firm, is seeking a Client Service Associate to deliver personalized long-term guidance and build meaningful client relationships! This role serves as the vital link between clients and advisors, providing comprehensive support across new business, operations, and compliance. The ideal candidate has 3+ years of financial services experience and values hands-on collaboration.
Position Details:
- Location: Boston, MA
- Work Model: In office
- Degree: Preferred
- Responsibilities include serving as the primary contact for client inquiries across all channels; providing new business, administrative, and compliance support; managing advisor calendars and scheduling client meetings; maintaining accurate CRM records and follow-up tasks; coordinating with custodians, insurance carriers, and vendors; supporting client onboarding and account maintenance; and assisting with marketing events and outreach initiatives.
- The ideal candidate possesses strong organizational skills with exceptional attention to detail, excellent interpersonal and written communication abilities, proficiency in Microsoft Office Suite, and experience in financial services, insurance, or wealth management in a client-facing capacity. CRM and financial software experience is a plus, along with Series 65 licensing or willingness to obtain.
Join this boutique environment offering solid benefits and meaningful client relationships, with one Saturday work requirement per month and a compensatory day off provided!
AP1426252BOS_1754575737
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
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