What are the responsibilities and job description for the Client Service Associate position at Boutique Recruiting?
Hybrid
A boutique financial advisory firm based in Natick, MA is hiring a detail-oriented licensed Client Service Associate to support high-touch client service operations. This hybrid role offers the opportunity to work with a collaborative, tight-knit team that advises individuals and institutions on wealth management, retirement planning, and investment strategy. Ideal for someone with a background in financial services or banking who enjoys building relationships and thrives 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.
Client Service Associate Responsibilities
A boutique financial advisory firm based in Natick, MA is hiring a detail-oriented licensed Client Service Associate to support high-touch client service operations. This hybrid role offers the opportunity to work with a collaborative, tight-knit team that advises individuals and institutions on wealth management, retirement planning, and investment strategy. Ideal for someone with a background in financial services or banking who enjoys building relationships and thrives 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.
Client Service Associate Responsibilities
- 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 63/66/65 licenses required (two)
- Health insurance coverage
- 401(k) plan with company match
- Unlimited PTO plus paid holidays
- Opportunity for professional growth
- Supportive, flexible workplace culture
Salary : $85,000 - $90,000