Client Service Manager at Grimes & Company Wealth Management, LLC

Westborough, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Apr, 26

Salary

0.0

Posted On

24 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Communication Skills, Detail-Oriented, Problem-Solving, Organization, Prioritization, Investment Management, Finance, Salesforce, Docusign, Laserfiche, Orion Advisor Services, Team Player, Multitasking, Compliance, Follow Up

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 Manager 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 As a Client Service Manager at Grimes & Company, you will support the onboarding and servicing operations of new and existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, and posses a keen sense of prioritization, organization, and urgency. Industry experience is required. This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA. Key Responsibilities Serve as the first point of contact for client requests Respond to and manage client inquiries regarding their account(s) with factual information. Troubleshoot and research any account issues that arise Communicate with clients at a high level in a clear, courteous and responsive manner through email, phone and mail Input prospect, client, and account information into the firm’s CRM accurately by following the firm’s established procedures 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 Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with client once funds are received Accurately prepare, on a timely basis, client account summary packets for upcoming WM/client meetings Establish follow ups on activities as necessary and act promptly on these and any other assigned follow up items Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans Manage the day-to-day and cycle workflow for Wealth Manager’s clients Maintain and manage client appointments in calendar for Wealth Manager/Financial Advisor Provide recommendations for process improvements 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 Previous experience in Investment Management, Finance or related industry required Bachelor’s degree in accounting, finance, economics, or related field is preferred but not required. Knowledge of Salesforce Financial Services Cloud, Docusign, Laserfiche, and/or Orion Advisor Services is 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 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 Health insurance Dental insurance Vision insurance Flexible spending accounts Health savings account Life insurance Disability insurance Employee assistance program 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 Manager will support the onboarding and servicing operations of new and existing clients, serving as the first point of contact for client requests. Responsibilities include managing client inquiries, preparing account paperwork, and ensuring compliance with procedures.