Client Services Associate

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

Our client, an established professional services organization, is seeking a Client Services Assistant to provide high-touch support to clients and senior team members.

This position offers a mix of client service, account coordination, operational support, and project work. The ideal candidate brings 3+ years of financial services experience along with excellent organization, communication, and follow-through.

• Location:
  
  Boston, MA
• Work Model:
  Hybrid
• Degree:
  Preferred

• coordinating ongoing client and account needs
• processing and tracking financial and administrative requests
• partnering with internal professionals and outside contacts to resolve client matters
• maintaining client records and documentation
• coordinating meetings and correspondence
• managing multiple time-sensitive priorities
• supporting research and special projects
• providing additional team coverage as needed

• 3+ years of financial services experience
• previous exposure to client service, operations, wealth management, private banking, or a related setting
• ability to coordinate work across multiple stakeholders and competing deadlines
• polished communication and strong client service skills
• excellent attention to detail and independent judgment
• strong Excel and Microsoft Office skills
• a flexible and collaborative working style

• Enjoy paid overtime, strong benefits, professional development opportunities, and a supportive team environment!

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting  .

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you. Beacon Hill. Employing the Future