Talent.com
The Hollister Group LLC
Client SpecialistThe Hollister Group LLC • Boston, MA, United States
No longer accepting applications
Client Specialist

Client Specialist

The Hollister Group LLC • Boston, MA, United States
5 days ago
Salary
$140,000.00 yearly
Job type
  • Full-time
Job description
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

Applicants must 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
Create a job alert for this search

Client Specialist • Boston, MA, United States

Similar jobs

Client Partner

KinaxisBoston, MA, United States
Full-time

Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Elevate your career journey by embracing a new challenge with Kinaxis.We are experts in tech, but it’s... Show more

 • Promoted

Client Services Professional I (Hybrid)

Neumo Group LLC.Quincy, MA, United States
Full-time

Client Services Professional I.The Client Services Professional I role is responsible for overseeing the custody and management of securities portfolios for States Unclaimed property programs, each... Show more

 • Promoted

Client Representative - Boston

Promega CorporationBoston, Massachusetts, United States
Full-time

Sales role with primary responsibilities covering the management of reactive accounts.Activities will include participating in Branch-specific activities (Customer Touchpoints) as mutually defined ... Show more

 • Promoted

Provider Relations Specialist

Overture PartnersBrockton, MA, United States
Full-time

Provider Revalidation Specialist.Remote (Must reside in Massachusetts).Up to 25% for site visits within Massachusetts.We are seeking a Provider Revalidation Specialist to support the provider reval... Show more

 • Promoted

Sr. Analyst, Contract & Account Management - Hybrid (Andover, MA)

Enel North America Inc.Andover, Massachusetts, United States
Full-time

Enel North America is a proven renewables leader delivering clean, flexible and sustainable energy solutions.As part of the Enel Group, we develop, build, own and operate renewable power plants and... Show more

 • Promoted

Associate Client Relations Specialist

Blue Prism GroupBraintree, MA, United States
Full-time

Associate Client Relations Specialist.As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in... Show more

 • Promoted

Client Services Consultant

Blyss JourneysBoston, Massachusetts, United States
Remote
Full-time
Quick Apply

Are you driven by creating meaningful, personalized experiences and delivering exceptional client support? As a Client Services Consultant, you will play an important role in helping individuals tu... Show more

Specialist, Client Operations II

BNYSomerville, MA, United States
Full-time

At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of the global financial system, we infl... Show more

 • Promoted

Client Associate

ROCKEFELLER CAPITAL MANAGEMENTBoston, MA, United States
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Show more

 • Promoted

Client Partner (Sales)

SaamaBoston, MA, United States
Full-time

Location - Boston Region (Work from Home).Region - Eastern and Central Region (Specially Boston area).We are seeking a highly motivated and results-driven.Service Hunter Sales Executive.Insurance/h... Show more

 • Promoted

Wealth Client Specialist

First Citizens BancSharesBoston, MA, United States
Full-time

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.Build a meaningful career with First Citizens Bank, where we help indiv... Show more

 • Promoted

Senior Client Delivery Specialist

Husch BlackwellBoston, MA, United States
Full-time

Senior Client Delivery Specialist.Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and internat... Show more

 • Promoted

Client Success Specialist

MXR Imaging, Inc.Boston, MA, USA
Full-time
Quick Apply

This position is primarily focused on existing customer engagement.In this position, you should work to satisfy customers' needs and requests, respond to their queries in a timely manner and aspire... Show more

Remote Client Support Specialist

CselitegetawaysCambridge, MA, USA
Remote
Full-time
Quick Apply

We are seeking a Remote Travel Customer Representative to support travelers before, during, and after their trips.In this 100% work-from-home role, you will assist clients with travel-related quest... Show more

Wealth Client Specialist

First Citizens BankBoston, Massachusetts, United States
Full-time

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.Build a meaningful career with First Citizens Bank, where we help indiv... Show more

 • Promoted

Client Partner - Capital Markets

XCUTIVES INC.Boston, MA, United States
Full-time

Get AI-powered advice on this job and more exclusive features.This range is provided by XCUTIVES INC.Your actual pay will be based on your skills and experience – talk with your recruiter to learn ... Show more

 • Promoted

Associate Client Relations Specialist

SS&C Technologies HoldingsBoston, MA, United States
Full-time

Associate Client Relations Specialist.As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in... Show more

 • Promoted

Client Manager

The CERES GroupBoston, MA, United States
Full-time

We are looking to expand our client facing team.You will be joining the market leader in front office systems as they continue to expand their service offerings.Manage a client base inclusive of th... Show more

 • Promoted

Client Specialist

BairdDanvers, MA, United States
Full-time

As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors.Your work will directly contribute to ... Show more

 • Promoted

Private Client Advisor II

Bank of America CorporationBoston, MA, United States
Full-time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delive... Show more