Client Service Associate

Grimes

Client Service Associate supporting onboarding and servicing operations of new and existing clients at a wealth management firm. Working closely with service managers and administrative coordinators to perform administrative tasks.

Posted 5/22/2026full-timeWestborough • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $52,000 - $57,000 per yearWebsite

About the role

Key responsibilities & impact

Support the onboarding and servicing operations of new and existing clients
Work closely with Client Service Managers to facilitate timely processing of client requests
Input prospect, client, and account information into the firm’s CRM
Prepare and review account paperwork to determine accuracy and completeness
Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM
Ensure required forms and documentation are accurately stored within the firm’s Document Management System
Assemble marketing material packages and mail to prospects, clients and/or referral partners across the country
Cross-reference client account deposits with the firm’s daily check blotter
Set up new clients with their login information for the firm’s eStatement delivery portal
Assist Administrative Coordinator in answering and directing phone calls, depositing client checks into investment accounts, and processing incoming and outgoing mail
Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks
Perform special projects as needed.

Requirements

What you’ll need

Bachelor's degree in accounting, finance, economics, or related field is preferred but not required
Industry experience preferred but not required
Experience with Salesforce, Orion, Laserfiche, and/or Docusign are preferred but not required
High degree of accuracy and attention to detail, with strong problem-solving skills
Dedicated team player with strong follow up and communication skills
Ability to organize, multitask, and prioritize in a deadline driven environment
Ability to quickly grasp new technologies and concepts
Ability to use information from different sources and synthesize that information to accomplish tasks
Successful completion of a background and credit check.

Benefits

Comp & perks

401(k) retirement plan with match
Health insurance
Dental insurance
Vision insurance
Flexible spending accounts
Health savings account
Life insurance
Disability insurance
Paid time off
Parental leave
Flexible hybrid work schedule

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingfinanceeconomicscompliance proceduresdata entryproblem-solvingmultitaskingsynthesizing information

Soft Skills

attention to detailteam playercommunicationorganizational skillsfollow-upadaptability