What are the responsibilities and job description for the Client Service Associate position at Beacon Hill?
Client Service Associate to $100K - Hybrid Opportunity!
Our client, a boutique financial services organization, is hiring a Client Service Associate to support client accounts and ensure daily activity is executed accurately and on time. In this role, you will manage requests, prepare materials, and coordinate closely with internal partners to support client experiences. Ideal candidates bring two or more years of experience in financial services, investment operations, or client support.
Position Details:
- Location: Waltham, MA
- Work Model: Hybrid
- Degree: Preferred
- Responsibilities include responding to client inquiries and service requests; coordinating account activity such as onboarding, transfers, and transactions; preparing reports and materials for client meetings; maintaining accurate documentation and records; partnering with investment and operations teams to ensure follow-through; monitoring open items and deadlines; and supporting ongoing process improvements.
- The ideal candidate possesses prior experience in a financial services or investment-related environment; working knowledge of financial terminology and account workflows; strong organizational skills and attention to detail; clear written and verbal communication abilities; comfort managing multiple priorities; and interest in growing into a more client-facing role over time.
This role offers competitive compensation, discretionary bonus potential, strong benefits, and long-term growth within a stable, collaborative firm.
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.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
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 www.bhsg.com.
Benefits Information:
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 (TM)
Salary : $70,000 - $100,000