Best Practices, Calendar Management, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer/Client Research, Data Quality, Detail Oriented, Develop and Maintain Customers, Documentation, Establish Priorities, Financial Planning, Financial Services, Financial Systems, Follow Through, High Net Worth, Identify Issues, Internet Portal, Interpersonal Skills, Microsoft Office, Multitasking, Onboarding, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Project/Program Management, Sales Management, Service Delivery, Software Administration, Team Player, Time Management, Wealth Management, Writing Skills
Client Service Associate
Location: Worcester, MA
Compensation:
$60,000 - $75,000 + bonus (based on experience)
Status: Full time, hybrid
We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals, families, and institutions. As a close-knit team, we foster a culture where our employee contributions matter, ideas are valued, and work directly supports the success of our clients and team. We’re not your ordinary firm. What sets us apart is our commitment to delivering honest, no-nonsense financial advice that empowers clients to protect and grow their wealth in a rapidly changing economic landscape. We challenge conventional financial systems, prioritize transparency, and reduce our clients’ fear and anxiety by incorporating financial therapy-like principles focused on safety, security, and growth.
We are seeking a highly motivated Client Service Associate to provide exceptional service to our clients and support our advisors in delivering a high-touch client experience. The ideal candidate will be personable, detail-oriented, organized, and thrive in a relationship-driven environment. This individual will serve as a key point of contact for clients, providing proactive communication, coordinating service needs, assisting with onboarding, and ensuring clients receive timely, accurate, and consistent support.
Some of the top qualities that we seek in new team members include:
- A sincere commitment to both client and team success
- Strong attention to detail and ability to follow through consistently
- Exceptional communication skills, both written and verbal
- Friendly, professional, and approachable demeanor
- Ability to build trust and make clients feel welcome and valued
- Strong organizational skills and ability to manage multiple priorities
- Autonomous self-starter who takes initiative and ownership
- Positive attitude and willingness to assist wherever needed
- Ability to anticipate client and advisor needs
- Strong problem-solving and troubleshooting skills
- High ethical standards and commitment to confidentiality
- Comfortable working in a fast-paced, collaborative environment
As a Client Service Associate, you will value building strong relationships, taking ownership of responsibilities, and contributing to a collaborative team environment. There is tremendous opportunity for growth for the right candidate as our firm continues to expand and create opportunities for team members to develop new skills and responsibilities.
In your new role, you can expect to:
- Serve as a primary point of contact for clients by phone and email, providing responsive and professional support
- Develop strong client relationships by delivering a personalized service experience
- Schedule client meetings, send reminders, provide updates, and assist with client follow-up communications
- Respond to client questions and service requests while ensuring a positive client experience
- Assist with onboarding new clients by gathering required documentation and coordinating account paperwork
- Support account transfers, account maintenance requests, and ongoing client service needs
- Track and communicate updates related to paperwork, transfers, and account changes
- Assist clients with online portal access, login support, and basic troubleshooting
- Maintain accurate client information, notes, and activity records within the CRM system
- Prepare standard client reports and assist with client communications
- Support advisors with meeting preparation, scheduling, and administrative needs
- Assist with technology-related questions from clients and internal team members, including portal access and navigation issues
- Maintain and support CRM systems and assist with process improvements
- Help train team members on new technology tools, updates, and best practices
Qualifications for this role include:
- Bachelor’s degree from an accredited college or university
- 2+ years of experience in financial services support, preferably in a Client Service Associate role
- Strong written and verbal communication skills
- Experience working with CRM systems, Microsoft Office, and online client portals
- Familiarity with wealth management platforms such as Schwab and Advyzon is a plus
- Ability to manage multiple projects and deadlines with strong attention to detail
- Excellent interpersonal skills and a professional, client-focused approach
- Ability to work independently while collaborating effectively with advisors and team members
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!