Hybrid

A boutique financial advisory firm based in Natick, MA is hiring a detail-oriented Client Service Associate to support high-touch client service operations. This hybrid role offers the opportunity to work with a collaborative, tight-knit team that advises individuals and institutions on wealth management, retirement planning, and investment strategy. Ideal for someone with a background in financial services or banking who enjoys building relationships and thrives in a fast-paced, client-first environment. With flexible hours, unlimited PTO, and growth potential, this is a great opportunity to deepen your financial operations expertise in a mission-driven firm.

Client Service Associate Responsibilities:

• Manage client onboarding, account documentation, and data entry
• Prepare financial reports and maintain up-to-date client records
• Execute investment transactions and assist with fund movement
• Respond to client inquiries with timely, professional communication
• Support financial advisors with modeling and GAAP-compliant tasks
• Ensure data accuracy within CRM and internal systems
• Assist with administrative and office operations as needed

Client Service Associate Requirements:

• Bachelor’s degree required (finance, accounting, or business preferred)
• 2+ years of experience in financial services, banking, or client service
• Proficient in Excel, CRM systems, and Microsoft Office Suite
• Strong organizational skills and detail-oriented work style
• Excellent communication and interpersonal skills
• Familiarity with financial modeling, GAAP compliance is a plus
• FINRA Series 6/7 and 63/66 licenses preferred

Benefits:

• Health insurance coverage
• 401(k) plan with company match
• Unlimited PTO plus paid holidays
• Opportunity for professional growth
• Supportive, flexible workplace culture

Take the next step in your career with a firm focused on personalized financial strategy, seeking a detail-driven Client Service Associate to streamline operations and deliver exceptional client support!

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