Client Services Associate

World Insurance Associates. • Westborough, MA

7d • $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. 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)

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

Benefits

• Competitive salary of $70,000
• 17 PTO days plus all U.S. stock market holidays
• Comprehensive health, dental, and vision insurance
• 401(k) plan with a 4% company match
• Supportive, collaborative team environment
• Opportunities for skill development and career growth within the firm

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees