Client Services Associate

World Insurance Associates, LLC.•Westborough, MA

8d•$70,000 - $70,000

About The Position

We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors. Position Summary We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.

Requirements

2–5 years of experience in financial services, wealth management, or a related client service role (preferred)
Strong understanding of investment accounts, custodial platforms, or advisor support operations (preferred)
Excellent organizational skills with strong attention to detail
Ability to prioritize and manage multiple tasks in a fast-paced environment
Strong verbal and written communication skills
Proficiency with Microsoft Office; experience with CRM systems is a plus
Professional, positive attitude and a commitment to exceptional client service
Bachelor’s degree (preferred)

Nice To Haves

2–5 years of experience in financial services, wealth management, or a related client service role (preferred)
Strong understanding of investment accounts, custodial platforms, or advisor support operations (preferred)
Proficiency with Microsoft Office; experience with CRM systems is a plus
Bachelor’s degree (preferred)

Responsibilities

Schedule client meetings and manage advisor calendars
Prepare materials, reports, and documentation for client meetings
Assist advisors with follow-up action items after meetings
Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality service
Support new client onboarding
Open new accounts across multiple custodians
Process various types of paperwork, forms, and required documentation
Handle account maintenance requests, including beneficiary updates, address changes, and other service items
Process money movement requests (transfers, distributions, contributions, etc.)
Communicate with custodians and external financial institutions such as annuity and insurance carriers
Track and follow up on outstanding paperwork or service requests
Maintain accurate client records and ensure compliance with firm and industry standards