Client Service Associate
: Job Details :

Client Service Associate to $80K - Build Lasting Client Relationships!

Our client, a boutique financial services firm, is seeking a Client Service Associate to deliver personalized long-term guidance and build meaningful client relationships! This role serves as the vital link between clients and advisors, providing comprehensive support across new business, operations, and compliance. The ideal candidate has 3+ years of financial services experience and values hands-on collaboration.

Position Details:

• Location: Boston, MA
• Work Model: In office
• Degree: Preferred
• Responsibilities include serving as the primary contact for client inquiries across all channels; providing new business, administrative, and compliance support; managing advisor calendars and scheduling client meetings; maintaining accurate CRM records and follow-up tasks; coordinating with custodians, insurance carriers, and vendors; supporting client onboarding and account maintenance; and assisting with marketing events and outreach initiatives.
• The ideal candidate possesses strong organizational skills with exceptional attention to detail, excellent interpersonal and written communication abilities, proficiency in Microsoft Office Suite, and experience in financial services, insurance, or wealth management in a client-facing capacity. CRM and financial software experience is a plus, along with Series 65 licensing or willingness to obtain.

Join this boutique environment offering solid benefits and meaningful client relationships, with one Saturday work requirement per month and a compensatory day off provided!

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser:

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.Company Profile:Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.Beacon Hill. Employing the Future (TM)