Client Services Associate

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This range is provided by Lead Advisor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$75,000.00/yr - $85,000.00/yr

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Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit

Client Service Associate

Our client is an established boutique financial services firm located in historic Charlestown specializing in comprehensive retirement planning, investment advisory, annuities and life insurance. Their mission is to help individuals and families achieve financial peace of mind through personalized, long-term guidance.

They are seeking a Client Service Associate to join their growing team. This role is strictly in-office and ideal for someone who values hands-on collaboration, professional growth and meaningful client relationships.

Key Responsibilities

· Serve as the first point of contact for client inquiries (via phone, email and in-person)

· Provide new business, administrative, operations and compliance support

· Schedule client meetings and manage the advisor’s calendar

· Maintain CRM and ensure accurate client records and follow up tasks

· Liaise with custodians, insurance carriers, and vendors to support client operations

· Assist with client onboarding and account maintenance

· Support marketing, client events, and outreach events, as needed

Qualifications

· 3 years of experience in financial services, insurance, wealth management, or a related client-facing role

· Strong organizational skills with keen attention to detail

· Excellent interpersonal and written communication skills

· Proficient in Microsoft Office (Outlook, PowerPoint, Word, Excel); CRM and financial software experience is a plus

· Must be able to work on-site in Charlestown, MA five days a week

· Series 65 or willingness to become licensed (a plus but not required)

· Must be able to work one Saturday a month (a compensatory day off another time during the month is offered)

· Must have access to a vehicle

Location: 5x a week in Charlestown office

• Seniority level Associate

• Employment type
  
  Full-time

• Job function Other

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Medical insurance

401(k)

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