Client Service Associate

Grimes & Company Wealth Management, LLC•Westborough, MA

90d

About The Position

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.

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.

Nice To Haves

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.

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.