Client Service Associate

Overview

Client Service Associate at Boutique Recruiting in Natick, MA. This hybrid role supports high-touch client service operations. Ideal for someone with a background in financial services or banking who enjoys building relationships in a fast-paced, client-first environment. With flexible hours, unlimited PTO, and growth potential, this is a great opportunity to deepen your financial operations expertise in a mission-driven firm.

$85,000.00/yr - $90,000.00/yr

• Manage client onboarding, account documentation, and data entry
• Prepare financial reports and maintain up-to-date client records
• Execute investment transactions and assist with fund movement
• Respond to client inquiries with timely, professional communication
• Support financial advisors with modeling and GAAP-compliant tasks
• Ensure data accuracy within CRM and internal systems
• Assist with administrative and office operations as needed

• Bachelor’s degree required (finance, accounting, or business preferred)
• 2+ years of experience in financial services, banking, or client service
• Proficient in Excel, CRM systems, and Microsoft Office Suite
• Strong organizational skills and detail-oriented work style
• Excellent communication and interpersonal skills
• Familiarity with financial modeling; GAAP compliance is a plus
• FINRA Series 6/7 and 63/66 licenses preferred

• Health insurance coverage
• 401(k) plan with company match
• Unlimited PTO plus paid holidays
• Opportunity for professional growth
• Supportive, flexible workplace culture

Take the next step in your career with a firm focused on personalized financial strategy.