Client Service Associate

Client Service Associate to $100K - Hybrid Opportunity! Our client, a boutique financial services organization, is hiring a Client Service Associate to support client accounts and ensure daily activity is executed accurately and on time. In this role, you will manage requests, prepare materials, and coordinate closely with internal partners to support client experiences. Ideal candidates bring two or more years of experience in financial services, investment operations, or client support. Location and Work Model Location: Waltham, MA Work Model: Hybrid Degree: Preferred Responsibilities Respond to client inquiries and service requests. Coordinate account activity such as onboarding, transfers, and transactions. Prepare reports and materials for client meetings. Maintain accurate documentation and records. Partner with investment and operations teams to ensure follow-through. Monitor open items and deadlines. Support ongoing process improvements. Qualifications Prior experience in a financial services or investment-related environment. Working knowledge of financial terminology and account workflows. Strong organizational skills and attention to detail. Clear written and verbal communication abilities. Comfort managing multiple priorities. Interest in growing into a more client-facing role over time. Benefits Competitive compensation, discretionary bonus potential, strong benefits, and long-term growth within a stable, collaborative firm. Beacon Hill offers a robust benefit package including 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. Equal Opportunity Employer 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. J-18808-Ljbffr