Our client, a national wealth-management advisory group recently acquired by a leading private equity firm, is seeking to hire a Client Service Associate to join their growing Boston office. The firm provides financial planning, investment management, and related services to high-net-worth individuals, families, and business owners. The firm emphasizes a high-touch client experience supported by strong technology, a collaborative advisor model, and a growing footprint in major U.S. markets.
Client Service Associate
The Boston office is seeking a Client Service Associate to support a handful of advisors and ensure a smooth, personalized experience for clients. This role serves as the operational and service backbone of the advisory team, handling day-to-day account activity and acting as a direct point of contact.
Key Responsibilities
Ideal Profile
...skills Good Organizational Skills Good Communication Skills Excels in fast paced environments Experience working cross functionally Intuitive and Proactive Sense of Urgency Experience with R&D Experience with Peoplesoft a plus
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