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Client Specialist

The Hollister Group, Inc.

Boston, MA

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JOB DETAILS
SALARY
$150,000
LOCATION
Boston, MA
POSTED
30+ days ago
Client Specialist

Our client, an asset management firm, is seeking an experienced Client Specialist to support their high-net-worth clients. This full-time, onsite role offers an excellent opportunity to be an integral part of a collaborative, well-established team that values professionalism, attention to detail, and work/life balance.

Compensation: $140K-$175K with performance bonuses paid annually
*Potential offers vary based on experience level, qualifications

Applicantsmust be able to work onsite in Boston MA, 5 days per week to be eligible for this position.

If you have extensive client relationship experience in financial services, are proactive, organized, and thrive in a small team, we want to hear from you.

Responsibilities
  • Support clients and portfolio managers with account setup, updates, and ongoing management.
  • Coordinate annual reviews and quarterly communications.
  • Handle billing, deposits, transfers, and disbursements accurately.
  • Prepare client reports, cash flow analyses, and trust documents.
  • Attend client meetings, draft notes, and document follow-up actions.
  • Maintain client objectives and coordinate estate and trust activities.
  • Manage wire transfers, trust updates, and collateral loans.
  • Assist with onboarding new assets, special projects, and administrative tasks.

Requirements
  • 10-15 years of relevant experience building and managing client relationships.
  • Strong background in financial services, trust administration preferred.
  • Excellent organization, attention to detail, and communication skills.
  • Ability to work independently and handle multiple priorities under deadlines.
  • Advanced proficiency in Microsoft Office.
  • Degree preferred but extensive experience may suffice.

Our Commitment to Inclusion & Belonging
The Hollister Group is an equal opportunity employer. We encourage applications from under-represented groups.

#HGP
#LI-DC1

About the Company

T

The Hollister Group, Inc.

The Hollister Group, Inc. is a women-owned staffing consultancy built around four core values - open communication, passion, integrity, and community. Hollister takes an unparalleled approach to partnering with clients and talent to support them in realizing their personal and business goals. Our over 30 years in business is a testament to the value and energy we place in delivering a consistent experience of excellence and in focusing on the long-term relationship rather than the short-term transaction. This inspires the approach to everything we do. Our Staffing division partners with companies to transform the recruiting process, supporting them to easily recruit, select, and hire the right-fit talent. We collaborate with talent as hands-on advocates, supporting them fully throughout the hiring process. Our goal is extraordinary and sustained success for both hiring companies and talent. Our Staffing clients experience transparent communication and unparalleled ongoing support. Our Cultures division helps organizations with people-centric leaders at the helm to develop effective teams, maximize individual contribution, and transform their work culture to allow for sustainable creativity and impact. Our Cultures clients experience uncommon systemic transformation.

COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
EMPLOYEE BENEFITS
Paid Sick Days, Performance Bonus, Prescription Drug Coverage, Professional Development, 401K, Employee Referral Program, Flexible Spending Accounts, Employee Events, Retirement / Pension Plans, Work From Home, Game Rooms, Life Insurance
FOUNDED
1988
WEBSITE
https://hollistergroup.com

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