{"id":125135,"date":"2026-04-29T15:26:29","date_gmt":"2026-04-29T15:26:29","guid":{"rendered":"https:\/\/bhsg.com\/jobs\/job\/ap1456771bos_1777476389-administrative-assistant-client-services-associate-acton-massachusetts\/"},"modified":"2026-04-29T18:14:11","modified_gmt":"2026-04-29T18:14:11","slug":"ap1456771bos_1777476389-administrative-assistant-client-services-associate-acton-massachusetts","status":"publish","type":"job_listing","link":"https:\/\/bhsg.com\/jobs\/job\/ap1456771bos_1777476389-administrative-assistant-client-services-associate-acton-massachusetts\/","title":{"rendered":"Administrative Assistant\/Client Services Associate"},"content":{"rendered":"<h4><strong><a id=\"myCustomID\" href=\"https:\/\/jobs.beaconhillstaffing.com\/jobs\/job\/AP1456771BOS_1777476389\">To Apply for this Job Click Here<\/a><\/strong><\/h4>\n<p><strong>Administrative Assistant\/Client Services Associate to $75K &#8211; Boutique Wealth Management Opportunity! <\/strong><\/p>\n<p>Our client, an independent wealth management firm, is seeking an Administrative Assistant\/Client Services Associate to support advisors and ensure an exceptional client experience. This role plays a central part in account administration, transaction processing, and maintaining accurate client records across multiple financial systems. The ideal candidate brings at least 3+ years of experience in a financial services environment and is comfortable operating in a close-knit setting.<\/p>\n<p>Position Details:<\/p>\n<ul>\n<li>Location: Acton, MA<\/li>\n<li>Work Model: In office<\/li>\n<li>Degree: Not Required<\/li>\n<li>Responsibilities include supporting new account openings and ongoing account maintenance across brokerage, advisory, retirement, and trust accounts; preparing and submitting custodial documentation while ensuring compliance and accuracy; coordinating transfers, beneficiary updates, and money movement requests; processing client contributions and distributions and tracking transactions through completion; maintaining accurate client data within CRM and financial planning systems; navigating custodial platforms to execute service requests; responding to client inquiries with professionalism and urgency; preparing administrative materials for client meetings and supporting follow\u2011up implementation.<\/li>\n<li>The ideal candidate possesses 3+ years of experience in wealth management, investment management, or a similar financial services setting; hands\u2011on experience with CRM, custodial, or financial planning platforms; strong attention to detail and process discipline; the ability to manage multiple priorities in a fast\u2011paced, operational role; clear and professional verbal communication skills; and comfort working in a small, team\u2011oriented office environment.<\/li>\n<\/ul>\n<p>This opportunity offers a competitive salary, bonus potential tied to firm performance, a 401(k) with employer match, and free parking.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/YmFwLjU1NDI0LjEyNTg0QGJlYWNvbmhpbGwuYXBsaXRyYWsuY29t.gif\"><\/p>\n<p><span style=\"color: #ffffff;\">AP1456771BOS_1777476389<\/span><\/p>\n<h4><strong><a id=\"otherId\" href=\"https:\/\/jobs.beaconhillstaffing.com\/jobs\/job\/AP1456771BOS_1777476389\">To Apply for this Job Click Here<\/a><\/strong><\/h4>\n","protected":false},"author":0,"featured_media":3770,"template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","inline_featured_image":false,"_promoted":"","_job_location":"Acton, Massachusetts","_application":"bap.55424.12584@beaconhill.aplitrak.com","_company_name":"Beacon Hill Staffing Group","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job-categories":[171,172],"job-types":[2],"class_list":{"0":"post-125135","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"has-post-thumbnail","5":"hentry","7":"job-type-full-time"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Administrative Assistant\/Client Services Associate Acton Massachusetts<\/title>\n<meta name=\"description\" content=\"Administrative Assistant\/Client Services Associate Acton Massachusetts - Apply with Beacon Hill Staffing Services for this Administrative Assistant\/Client Services Associate job in Acton, Massachusetts\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bhsg.com\/jobs\/job\/ap1456771bos_1777476389-administrative-assistant-client-services-associate-acton-massachusetts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Administrative Assistant\/Client Services Associate Acton Massachusetts\" \/>\n<meta property=\"og:description\" content=\"Administrative Assistant\/Client Services Associate Acton Massachusetts - Apply with Beacon Hill Staffing Services for this Administrative Assistant\/Client Services Associate job in Acton, Massachusetts\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bhsg.com\/jobs\/job\/ap1456771bos_1777476389-administrative-assistant-client-services-associate-acton-massachusetts\/\" \/>\n<meta property=\"og:site_name\" content=\"Nationwide Staffing Agency | Temp &amp; 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