Front Desk Associate/Service Associate

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