{"schemaVersion":"jobsearcher.job.v1","id":"1f7bcefa1bfc22a24df33f7e","url":"https://jobsearcher.com/jobs/1f7bcefa1bfc22a24df33f7e","canonicalUrl":"https://jobsearcher.com/jobs/1f7bcefa1bfc22a24df33f7e","title":"Client Service Associate","description":"We are a boutique wealth advisory practice seeking a detail-oriented individual to join ourgrowing practice. We are now building the team infrastructure to support the next phase ofgrowth. The Client Service Associate is a foundational hire in that buildout — a role that willhave an immediate and visible impact on the client experience and the day-to-day efficiency ofthe advisory team.Why This Role ExistsOur clients are accustomed to an exceptional standard of service. As the practice grows, weneed a dedicated professional to ensure that standards are maintained for every client, everytime. This role is crucial to the operational backbone of the client experience — the part of theteam that makes sure nothing falls through the cracks and every interaction with our practicefeels effortless.Core Shared ResponsibilitiesAccount Operations & Custodian Coordination• Prepare and process new account opening paperwork and account transferdocumentation (ACAT and non-ACAT)• Submit and track account maintenance requests with the custodian (Schwab or Fidelity)• Coordinate asset transfer timelines and proactively communicate status updates to clientsand advisors• Process address changes, beneficiary updates, distribution requests, and other routineaccount service items• Monitor and follow up on pending items with custodian service teams to ensure timelyresolutionMeeting Support & Preparation• Pull and organize account statements, performance reports, and portfolio summaries inadvance of all client meetings• Assemble meeting preparation packets for the advisory team including account snapshotsand outstanding action items• Coordinate logistics for all client meetings including scheduling, confirmations, and anytechnology setup• Maintain the team’s meeting calendar and proactively flag scheduling conflicts or gaps inthe annual review cycleWhat We’re Looking ForRequired Qualifications• 1–3 years of experience in a financial services, wealth management, or client servicesenvironment• Exceptional organizational skills and the ability to manage multiple open itemssimultaneously without losing track of details• Strong written and verbal communication skills; professional and polished in all clientinteractions• Proficiency with Microsoft Office Suite (Outlook, Word, Excel); comfort learning newsoftware and AI platforms quickly• Demonstrated ability to handle confidential client information with absolute discretionPreferred Qualifications• Prior experience at an RIA, broker-dealer, bank trust department, or financial planningfirm• Familiarity with Schwab Advisor Services or Fidelity Institutional• Experience with a wealth management CRM (Salesforce FSC or A360)• Series 65 license or willingness to pursue licensure (firm support provided)• Exposure to new account paperwork, ACAT transfers, or account maintenance workflowsPersonal Attributes• Process-oriented and thorough — you do not let items fall through the cracks, ever• Proactive rather than reactive — you anticipate what the team needs before being asked• Calm and composed under pressure; you manage competing priorities without becomingflustered• Genuine service orientation — you take pride in making every client interaction feelexceptional• Team-first mentality; you understand that your work directly enables the advisors to serveclients at the highest level• Discretion is non-negotiable; you understand the sensitivity of high-net-worth clientrelationshipsCompensation & BenefitsWe offer a competitive compensation package that reflects the importance of this role to thepractice and the caliber of professional we are looking to attract.Base Salary Staring $45,000 with potential to increase to $60,000 within thefirst year (commensurate with performance and potential basedon trajectory below)Performance Bonus Discretionary annual bonus based on individual and practiceperformanceReview Cycle Quarterly reviews during the first year. Annual compensationreview with merit increases tied to performance and expandedscope thereafterHealth Benefits Employer-sponsored medical, dental, and vision coverageRetirement 401(k)Professional Dev. Support for Series 65 licensing and continuing education asapplicableTime Off Generous PTO policyCareer TrajectoryWe are building a team for the long term and expect our people to grow with us. For the rightcandidate, a clear path exists within the practice:Phase Focus TimelinePhase 1 —OnboardingLearn the practice, clients, systems, andworkflows. Assume full ownership of accountoperations.Months 1–3Phase 2 —Understanding ofBusiness PracticesIndependent management of specific aspectsof CSA responsibilities. Able to workindependently and cover during teammatesout of office time.Months 4–6Phase 3 — FullOwnershipIndependent management of all CSAresponsibilities. Begin cross-training inplanning support and client meetingpreparation.Months 7-12Phase 4 — SeniorCSA / OpsElevated scope, title, and compensation.Potential path to Operations Manager orplanning-track roles for motivated candidates.Year 2+How to ApplyThis search is being conducted on a confidential basis. Qualified candidates should submit thefollowing materials for initial consideration:• Current resumeWe review all applications personally and will respond to every qualified candidate.A Note on CultureWe are a small, high-performing team that takes our work seriously and our clients personally.We do not have a bureaucratic culture or a political environment. We have high standards,genuine camaraderie, and a shared commitment to doing right by our clients. The ClientService Associate is not a back-office function here — you are a visible, valued member of ateam that clients trust. If that sounds like where you want to build your career, we would love tohear from you.","company":"Confidential","rawCompany":"confidential","city":"Needham","state":"MA","isRemote":false,"isActive":false,"createdAt":"2026-07-11T12:41:25.141Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Service Associate","description":"We are a boutique wealth advisory practice seeking a detail-oriented individual to join ourgrowing practice. We are now building the team infrastructure to support the next phase ofgrowth. The Client Service Associate is a foundational hire in that buildout — a role that willhave an immediate and visible impact on the client experience and the day-to-day efficiency ofthe advisory team.Why This Role ExistsOur clients are accustomed to an exceptional standard of service. As the practice grows, weneed a dedicated professional to ensure that standards are maintained for every client, everytime. This role is crucial to the operational backbone of the client experience — the part of theteam that makes sure nothing falls through the cracks and every interaction with our practicefeels effortless.Core Shared ResponsibilitiesAccount Operations & Custodian Coordination• Prepare and process new account opening paperwork and account transferdocumentation (ACAT and non-ACAT)• Submit and track account maintenance requests with the custodian (Schwab or Fidelity)• Coordinate asset transfer timelines and proactively communicate status updates to clientsand advisors• Process address changes, beneficiary updates, distribution requests, and other routineaccount service items• Monitor and follow up on pending items with custodian service teams to ensure timelyresolutionMeeting Support & Preparation• Pull and organize account statements, performance reports, and portfolio summaries inadvance of all client meetings• Assemble meeting preparation packets for the advisory team including account snapshotsand outstanding action items• Coordinate logistics for all client meetings including scheduling, confirmations, and anytechnology setup• Maintain the team’s meeting calendar and proactively flag scheduling conflicts or gaps inthe annual review cycleWhat We’re Looking ForRequired Qualifications• 1–3 years of experience in a financial services, wealth management, or client servicesenvironment• Exceptional organizational skills and the ability to manage multiple open itemssimultaneously without losing track of details• Strong written and verbal communication skills; professional and polished in all clientinteractions• Proficiency with Microsoft Office Suite (Outlook, Word, Excel); comfort learning newsoftware and AI platforms quickly• Demonstrated ability to handle confidential client information with absolute discretionPreferred Qualifications• Prior experience at an RIA, broker-dealer, bank trust department, or financial planningfirm• Familiarity with Schwab Advisor Services or Fidelity Institutional• Experience with a wealth management CRM (Salesforce FSC or A360)• Series 65 license or willingness to pursue licensure (firm support provided)• Exposure to new account paperwork, ACAT transfers, or account maintenance workflowsPersonal Attributes• Process-oriented and thorough — you do not let items fall through the cracks, ever• Proactive rather than reactive — you anticipate what the team needs before being asked• Calm and composed under pressure; you manage competing priorities without becomingflustered• Genuine service orientation — you take pride in making every client interaction feelexceptional• Team-first mentality; you understand that your work directly enables the advisors to serveclients at the highest level• Discretion is non-negotiable; you understand the sensitivity of high-net-worth clientrelationshipsCompensation & BenefitsWe offer a competitive compensation package that reflects the importance of this role to thepractice and the caliber of professional we are looking to attract.Base Salary Staring $45,000 with potential to increase to $60,000 within thefirst year (commensurate with performance and potential basedon trajectory below)Performance Bonus Discretionary annual bonus based on individual and practiceperformanceReview Cycle Quarterly reviews during the first year. Annual compensationreview with merit increases tied to performance and expandedscope thereafterHealth Benefits Employer-sponsored medical, dental, and vision coverageRetirement 401(k)Professional Dev. Support for Series 65 licensing and continuing education asapplicableTime Off Generous PTO policyCareer TrajectoryWe are building a team for the long term and expect our people to grow with us. For the rightcandidate, a clear path exists within the practice:Phase Focus TimelinePhase 1 —OnboardingLearn the practice, clients, systems, andworkflows. Assume full ownership of accountoperations.Months 1–3Phase 2 —Understanding ofBusiness PracticesIndependent management of specific aspectsof CSA responsibilities. Able to workindependently and cover during teammatesout of office time.Months 4–6Phase 3 — FullOwnershipIndependent management of all CSAresponsibilities. Begin cross-training inplanning support and client meetingpreparation.Months 7-12Phase 4 — SeniorCSA / OpsElevated scope, title, and compensation.Potential path to Operations Manager orplanning-track roles for motivated candidates.Year 2+How to ApplyThis search is being conducted on a confidential basis. Qualified candidates should submit thefollowing materials for initial consideration:• Current resumeWe review all applications personally and will respond to every qualified candidate.A Note on CultureWe are a small, high-performing team that takes our work seriously and our clients personally.We do not have a bureaucratic culture or a political environment. We have high standards,genuine camaraderie, and a shared commitment to doing right by our clients. The ClientService Associate is not a back-office function here — you are a visible, valued member of ateam that clients trust. If that sounds like where you want to build your career, we would love tohear from you.","datePosted":"2026-07-11T12:41:25.141Z","dateModified":"2026-07-11T12:41:25.141Z","hiringOrganization":{"@type":"Organization","name":"Confidential","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Needham","addressRegion":"MA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"1f7bcefa1bfc22a24df33f7e"},"url":"https://jobsearcher.com/jobs/1f7bcefa1bfc22a24df33f7e"}}