Client Service Associate

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds.

In this position, the candidate will work in a matrix environment with internal teams to support our clients’ unique financial operations requirements.  These activities include, but are not limited to :

• Support onboarding of new clients, including opening of new accounts
• Execute cash and asset transfers
• Monitor and forward alerts regarding overdrafts and other issues
• Maintain client accounts in good order and update client information as needed
• Collect and file account statements and year-end tax information
• Comply with regulatory and internal process requirements
• Perform special projects and other duties as needed

The right candidate will be someone who :

A Bachelor’s Degree is preferred. At least 1 year of experience in an operational role at a bank or financial institution is preferred.

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. On top of all this, Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

For more information on our culture please view our Stakeholder Report and Culture page.

Ballentine Partners compensation is made up of a base salary and performance bonus. The hourly range for this position is $24 to $31 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

We will sponsor applicants for work visas for those already within the US.

Ballentine Partners is an Equal Opportunity Employer, and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.

The pay range for this role is :

24 - 31 USD per hour(Wolfeboro)

24 - 31 USD per hour(Rochester)

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