Client Services Associate
Listed on 2026-01-01
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Finance & Banking
Masis Professional Group provided pay range
This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$75,000.00/yr - $85,000.00/yr
Additional compensation typesAnnual Bonus and Commission
Talent Acquisition Specialist at Masis Staffing (Fanning Personnel)Client Service Associate (Wealth Management)
Location: Concord, MA (Full-Time, In Office)
Compensation: $75,000–$85,000 base salary + participation in advisor book growth
About the OpportunityA well-established wealth management firm based in the Concord area is seeking a Client Service Associate (CSA) to support 2–3 Advisors. The firm serves a sophisticated private wealth and institutional client base and offers a collaborative, relationship-driven environment.
The RoleThis Client Service Associate will play a critical role in supporting Advisors with client service and portfolio operations. The position is fully in office and well suited for a detail-oriented professional who enjoys working closely with Advisors and contributing to a high-touch client experience.
Key Responsibilities- Provide day-to-day support to 2–3 Advisors
- Open and maintain client accounts, including onboarding and documentation
- Execute and monitor portfolio transactions and money movements
- Prepare portfolio reports and materials for client meetings and prospective clients
- Assist with portfolio rebalancing and ongoing account maintenance
- Coordinate with custodians and internal teams to ensure accuracy and timeliness
- Deliver a high level of service to both current and prospective clients
- 2–5 years of experience in a client service, operations, or support role within wealth management or financial services
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities in a deadline-driven environment
- Professional communication skills and a client-first mindset
- Join a stable, growing wealth management firm with a strong client base
- Competitive base salary plus participation in advisor book growth
- Full-time, in-office role with long-term career potential
- Not Applicable
- Full-time
- Customer Service and Finance
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