Client Service Associate at Grimes & Company Wealth Management, LLC

Westborough, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Apr, 26

Salary

0.0

Posted On

14 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Detail-Oriented, Communication Skills, Prioritization, Organization, Problem-Solving, Team Player, Multitasking, Technology Grasping, Compliance Knowledge

Industry

Investment Management

Description

Description Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add a Client Service Associate to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For, this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals. About the Role The Client Service Associate will 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. This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA. Key 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 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; 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; Successful completion of a background and credit check. 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 Flexible hybrid work schedule 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!

Responsibilities

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