Client Service Associate

Mayflower Advisors • Boston, MA

7d • Onsite

About The Position

The Client Service Associate is a key part of the team that keeps our client experience running smoothly. You'll partner with our Client Relationship Manager and Wealth Managers to handle every client request accurately and promptly, so each client feels known, informed, and well cared for. If you're a wealth management professional who takes pride in getting details right and enjoys being the person clients and advisors rely on, this role is for you.

Requirements

• Bachelor's degree required, preferably in Finance
• 3+ years of experience in wealth management or the retirement sector
• A genuine client-first mindset and a polished, professional presence
• Resourceful, independent problem-solving skills
• Sharp attention to detail and a commitment to accuracy
• Ability to manage multiple priorities while staying flexible and self-motivated
• Strong time management
• Excellent written English, with strong editing, grammar, and presentation skills
• Proficiency with DocuSign and Microsoft Office Suite

Nice To Haves

• Series 7 and 66 (or 63 and 65) preferred

Responsibilities

• Provide high-touch service and administrative support to advisors' clients and the Client Relationship Manager, including problem resolution, research, and client inquiries
• Communicate promptly and follow through consistently, giving every client a white-glove experience
• Prepare for client meetings by building review books and handouts, coordinating schedules, and arranging refreshments or lunch
• Own client requests from start to finish: asset and balance transfers, new account openings, documentation requests, paperwork processing, RMDs, and other operational tasks
• Document all client activity accurately in our CRM system
• Build working relationships with third-party custodians to obtain client information as needed
• Attend client reviews with Wealth Managers in a support role and take ownership of follow-up items
• Participate in staff meetings and ongoing training
• Take on other responsibilities as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level