| Location | Waltham, MASSACHUSETTS |
SUMMARY:
Our Service Team consistently strives for service excellence. The Service Associate Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.
This is a full-time, non-exempt position based in our Waltham, MA office and requires five days per week on-site. This position has an expected base salary ranging from $60k-$65k, with the potential for an annual bonus based on the employees' performance and the companies.
DUTIES AND RESPONSIBILITIES
Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email
Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately
Process client requests, including transactions and paperwork, in line with firm policies and procedures
Assist in the onboarding process for new clients, ensuring a smooth and positive experience
Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests
Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time
Provide notary services for client transactions as required
Maintain up-to-date client records and help ensure accuracy and consistency across internal systems
QUALIFICATIONS
2-5 years of experience in a client-facing administrative role within the financial services or related industry
BS/BA degree preferred; high school diploma or GED required
Strong communication skills with the ability to establish rapport with clients and colleagues
Experience with CRM systems and basic financial software (experience with custodial platforms is a plus)
Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries
Strong attention to detail and accuracy in handling client records and transaction-related documents
Ability to multitask and manage competing priorities in a fast-paced environment
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
PHYSICAL REQUIREMENTS
Works in an office environment
Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
Occasionally move about inside the office to access file cabinets, office equipment, etc.
May carry or lift weight up to 10 lbs. in very limited occurrences