Client Associate

Position Overview

We are seeking a highly organized, personable, and detail-oriented Client Associate to join our growing team. In this role, you will support financial advisors, enhance the client experience, and help ensure smooth and efficient daily operations. The ideal candidate thrives in a professional, fast-paced environment and is motivated by helping clients achieve their financial goals.

Key Responsibilities

• Serve as a primary point of contact for client inquiries, providing prompt, accurate, and professional support
• Coordinate account onboarding, documentation, and maintenance activities
• Assist with preparation of client meeting materials, reports, and presentations
• Manage client account transactions, money movement requests, and general service needs
• Maintain organized client files and ensure data accuracy across systems
• Support advisors with administrative tasks and operational follow-through
• Collaborate with internal teams to ensure a seamless and consistent client service experience
• Monitor deadlines, compliance requirements, and workflow processes to support exceptional client care

Qualifications

What We Offer

Pay Details : $55,000.00 to $60,000.00 per year

Search managed by : Mollie Miller

Equal Opportunity Employer / Veterans / Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.