Client Service Associate at Grimes & Company Wealth Management, LLC

Westborough, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Feb, 26

Salary

0.0

Posted On

07 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Detail-Oriented, Communication Skills, Organization, Prioritization, Problem-Solving, Team Player, Multitasking, Technology Grasp, Synthesis of Information, Client Service, Compliance, Administrative Tasks, Account Management, CRM, Document Management, Marketing

Industry

Investment Management

Description

Description Established Metrowest Registered Investment Advisory firm seeking a Client Service Associate to support the onboarding and servicing operations of new and existing clients. This role works closely with Client Service Managers and Administrative Coordinators to perform many of the administrative tasks related to client accounts and requests. The ideal candidate must be detail-oriented, have excellent communication skills, and possess a keen sense of prioritization, organization, and urgency. Industry experience preferred but not required. Responsibilities Work closely with Client Service Managers to facilitate timely processing of client requests. Input prospect, client, and account information into the firm’s CRM. Prepare and review account paperwork to determine accuracy and completeness. Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM. Ensure required forms and documentation are accurately stored within the firm’s Document Management System. Assemble marketing material packages and mail to prospects, clients and/or referral partners across the country. Cross-reference client account deposits with the firm’s daily check blotter. Notify new clients of their login information for the firm’s eStatement delivery portal. Assist Administrative Coordinator in answering and directing phone calls, depositing client checks into investment accounts and processing incoming and outgoing mail. Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual. Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks. Perform special projects as needed. Requirements High degree of accuracy and attention to detail, with strong problem-solving skills. Dedicated team player with strong follow up and communication skills. Ability to organize, multitask, and prioritize in a deadline driven environment. Ability to quickly grasp new technologies and concepts. Ability to use information from different sources and synthesize that information to accomplish tasks. Education, Training & Experience Bachelor's degree in accounting, finance, economics, or related field is preferred but not required. Industry experience preferred but not required. Experience with Salesforce, Orion, Laserfiche, and/or Docusign are preferred but not required. Benefits We offer a comprehensive benefits package including: 401(k) retirement plan 401(k) match Health insurance Dental insurance Vision insurance Flexible spending accounts Health savings account Life insurance Disability insurance Paid time off Parental leave Why Join Us? Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways. Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized. Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication. If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients! #LI-DNI

Responsibilities

The Client Service Associate will support the onboarding and servicing operations of new and existing clients by working closely with Client Service Managers. Responsibilities include processing client requests, managing account paperwork, and ensuring compliance with company policies.