Client Service Associate

We are seeking a detail-oriented and highly organized professional to join our team! This role will provide crucial support to our team and clients while ensuring exceptional client service.

ClearPath Financial Partners is a boutique financial planning and investment management firm in Northborough, MA. We are looking for an exemplary A player to join our fast-growing company.

To be successful, the ideal candidate will have:

• Experience working directly with clients, including timely responses to email and phone inquiries

• Impeccable follow-through

• Attention to detail with high level of accuracy and accountability

• Strong technology skills to navigate various financial tools and systems

• Ability to effectively interact with other professionals (Attorneys, CPAs, etc.)

Responsibilities:

• Communicate professionally with clients through phone, email, and in-person meetings

• Create and maintain accurate notes, records, and follow-up actions in our CRM, while updating the team on client status

• Respond to and manage client inquiries regarding their account(s), including troubleshooting and researching client service issues

• Assist in meeting preparation including:

o Review client financial plans for completeness and accuracy

o Drafting meeting agendas

o Communication with financial advisor & financial planner

• Debrief with advisors post-meeting, tracking and completing follow-up items while keeping clients and the team informed

• Create and process new account paperwork, including preparation and database updates

• Support with client service functions such as:

o Facilitating calls with clients to other investment companies as needed

o Helping clients with online financial planning tools and account access

o Providing support for basic client services, such as move money, trading, account opening, and completing and submitting forms

o Annuity/outside business processing

• Work alongside financial planner to fulfill portions of the financial planning process:

o Gathering and organizing of client data

o Inputting of client information utilizing financial planning software and our process

o Basic analytics and organization of data so that planner may design and develop financial plans

• Manage ongoing client projects including the client cash list, required minimum distributions, low/no trading accounts

Qualifications

• 3 years of direct client service in financial services with relevant industry knowledge, familiarity with account types, services, and financial products and accounts (ETFs, annuities, Roth IRAs, etc.)

• Bachelor’s degree, preferably in finance, economics, or accounting

• Securities license preferred (Series 7, Series 65, SIE etc.)

This Opportunity Is For You If:

• You are motivated to be a highly regarded team member in ClearPath’s client support team

• You enjoy working within and enhancing systems

• You are client-service-focused and genuinely like working with and helping people

• You want to learn from talented advisors with advanced planning knowledge

• You can adapt to a professional environment with varying pace

This Opportunity Is Not For You If:

• You are seeking a fully (or mostly) remote position

• You are looking to source clients and build a book of business

• You prefer a role focused on market research and investment allocation decisions

• You struggle with follow-through, project management, or taking proactive steps

• You are uncomfortable solving complex problems

• You are uncomfortable communicating directly with clients

What We Offer:

• Supportive team-based environment

• Competitive compensation based on experience – $90,000-$100,000 salary

• matching retirement plan

• 4 weeks of paid vacation

• Financial support for industry-related continuing education

How to Apply:

• to schedule an initial call, please send your resume and a brief cover letter to info@clearpath-fp.com with the subject line "Client Service Associate application - [Your Name]"