Client Service AssociateMasis Professional Group • Wellesley, MA, US
Client Service Associate
Masis Professional Group • Wellesley, MA, US
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]4+ years of experience in client service or operations within an RIA or investment management firm. Experience working with high-net-worth (HNW) clients. Familiarity with custodial platforms such as Fidelity and Schwab. Proficiency with Salesforce or a similar CRM system. Strong attention to detail, follow-through, and communication skills. Ability to manage multiple priorities in a deadline-driven environment. Competitive compensation package. Comprehensive benefits, including health, dental, vision, and retirement plans. Four days in-office, with one remote day per week.
Client Service Associate
A growing Registered Investment Advisor (RIA) firm is seeking a Client Wealth Associate to join their team. This role is ideal for a highly organized and proactive individual who thrives in a fast-paced, collaborative environment.
Key Responsibilities
- Provide day-to-day support to a team of Financial Advisors.
- Maintain and service client accounts, ensuring accuracy and timeliness.
- Prepare client meeting materials, presentations, and portfolio reports.
- Handle cash inflows and outflows, money movements, and account transfers.
- Monitor asset allocations and cash balances to ensure alignment with client objectives.
- Open, set up, and monitor new client accounts and onboarding documentation.
- Collaborate with internal teams to ensure exceptional client experience.
Qualifications
Compensation & Benefits
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Client Service Associate • Wellesley, MA, US
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