Client Service Associate

Client Service Associate
Boston, MA, onsite with flexibility
$100-130K

Key Responsibilities

Serve as a primary point of contact for clients, providing responsive and personalized service.
Manage day-to-day client inquiries and coordinate requests with the firm's investment and wealth management professionals.
Assist with the opening, maintenance, and administration of investment and wealth management accounts.
Coordinate account transfers, distributions, cash requests, paperwork, and other client account activity.
Prepare and coordinate materials for client meetings and follow up on outstanding requests.
Communicate with custodians, financial institutions, and other external partners on behalf of clients and the firm.
Execute and coordinate investment trades on behalf of clients, including processing trade instructions and ensuring accurate and timely execution and settlement.
Maintain comprehensive and accurate client records within the CRM, documenting client interactions, account activity, service requests, and follow-up items.
Assist with client reporting and other portfolio-related information.
Monitor outstanding client requests and ensure they are completed accurately and in a timely manner.
Support the firm's advisors and investment professionals with various client service and administrative needs.
Develop a strong understanding of each client's unique circumstances and anticipate their service needs.

Qualifications

at least 5 years of experience in wealth management, investment management, private banking, brokerage, financial services, or a related field.
Experience supporting high-net-worth individuals, families, trusts, or institutional clients preferred.
Strong understanding of investment accounts and financial products, including equities, mutual funds, ETFs, and retirement accounts.
Familiarity with account administration, transfers, distributions, custodial processes, and client documentation.
Excellent written and verbal communication skills.
Exceptional attention to detail and organizational abilities.
Ability to manage multiple priorities and follow through on client requests.
Strong interpersonal skills and a professional, client-focused approach.
Ability to work independently while collaborating closely with a small team

If interested, please reach out to jalercio@kbwfinancial.com
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