Client Services Associate

Client Service Associate – Boston, MA

A Boston-based wealth management firm specializing in sustainable investing is seeking a Client Service Associate to join its exciting team. This role will work closely with portfolio managers, the operations team, and other client service professionals to ensure seamless account management and an exceptional client experience.

Key Responsibilities:

• Coordinate the opening and ongoing maintenance of client accounts, ensuring tasks are completed accurately and efficiently.
• Process client requests promptly, collaborating with portfolio managers to resolve open account issues.
• Facilitate disbursements and contributions, ensuring timely and secure transactions.
• Assist with charitable donations of cash and stock from client portfolios.
• Maintain strong internal coordination to update client accounts and records.
• Liaise with accountants and third parties to ensure proper submission of documents and payments.
• Document all communications in the firm's Client Relationship Management (CRM) system.

Qualifications:

• Bachelor’s degree required.
• Proven client service experience (minimum three years preferred).
• Interest in sustainable investing is a plus.
• Exceptional organizational skills and attention to detail.
• Strong interpersonal and communication skills for client and team interactions.
• Proficiency in Microsoft Office and ability to leverage technology for efficiency.
• Experience working with CRM software (Salesforce preferred).
• Familiarity with major custodial platforms (Fidelity and Schwab preferred).

Why Join Us?

This opportunity offers competitive compensation, comprehensive benefits, and a collaborative work environment focused on innovation and impact. Benefits include medical, dental, and disability insurance, as well as employer contributions to retirement and health savings accounts.

📍 This position is based in Boston, MA.