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Client Service Associate
Job in
Newton, Middlesex County, Massachusetts, 02165, USA
Listed on 2026-10-11
Listing for:
Mayport Wealth Management
Full Time
position Listed on 2026-10-11
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Mayport Wealth Management is a wealth management firm in Newton, Massachusetts. Mayport was founded in 2017 and manages $975 million for approximately 150 clients across the U.S. Learn more at
RoleThis is a full-time role for a Client Service Associate.
Responsibilities will include:
- Working with the firm's three investment advisors to provide service and support to clients.
- Working with custodians to prepare new account applications and to manage account transfers.
- Assisting clients with account maintenance and troubleshooting requests.
- Managing the client meeting calendar.
- Assisting with the preparation of client reports.
- Various other operational tasks to support the firm and its clients.
- Strong organizational and time-management skills.
- Exceptional attention to detail.
- One to two years of relevant experience.
Are you ready to take on the Client Service Associate role at Mayport Wealth Management?
Position Requirements
10+ Years
work experience
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