Client Service Associate
About the Role
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Client Service Associate to $80K – Join a Stable and Relationship-Driven Financial Services Team!
Our client, a well-established financial services firm, is seeking a Client Service Associate to provide outstanding support to clients and contribute to the success of a collaborative advisory team. This role combines client service, operational coordination, event support, and administrative responsibilities in a professional office environment. The ideal candidate has 2+ years of experience in client-facing, administrative, or operations roles, preferably within financial services or another professional services setting.
Position Details:
- Location: Boston, MA
- Work Model: In Office
- Degree: Preferred
- Responsibilities include serving as a primary contact for client inquiries by phone, email, and in person; maintaining accurate CRM records and supporting account-related administration; coordinating educational events and seminars, including logistics and attendee communications; assisting with business processing, operational workflows, and compliance-related activities; partnering with external vendors on marketing initiatives; supporting client relationship management efforts; and providing day-to-day administrative assistance to the advisory team.
- The ideal candidate possesses 2+ years of professional office experience, preferably within wealth management, banking, insurance, tax, or a related field; strong written, verbal, and phone communication skills; ability to work independently and manage multiple priorities with minimal supervision; excellent attention to detail and organizational skills; experience with CRM platforms and database management; a professional, client-focused approach; and the interpersonal skills to build trust with clients and colleagues alike.
Enjoy a highly stable team environment, comprehensive benefits, discretionary bonus opportunities, retirement plan contributions, and the chance to work with a respected organization known for exceptional employee retention!
REF#: AP1472612BOS_1788290604
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