Senior Client Service Associate

Company Description As a fee-only fiduciary, Monument Group Wealth Advisors provides financial guidance to successful individuals and families. Through collaboration with our affiliated estate planning and income tax firms and/or our clients' existing professional advisors, we deliver integrated wealth management services, including financial planning, investment management, tax planning and preparation, trust administration and estate planning coordination. Applicants can expect to join a firm focused on long-term relationships and holistic planning for client families.

Role Description This is a full-time Senior Client Service Associate role based in Concord, MA, with a hybrid work arrangement that allows some work from home. We are seeking an organized, proactive, resourceful, and client-focused professional who thrives in a fast-paced environment and takes pride in delivering exceptional service. This individual will play a critical role in supporting our advisors, strengthening client relationships, and ensuring a seamless client experience. The ideal candidate will have at least five years of experience in a similar client service role, with responsibilities comparable to those described below.

Client Service and Relationship Support

·        Serve as a point of contact for client service requests and day-to-day client needs

·        Deliver timely, professional communication to clients and business partners.

·        Coordinate client meetings and manage follow-up action items.

·        Prepare client correspondence and service-related documentation.

·        Maintain accurate records of client interactions within CRM and document management system.

Client Onboarding and Account Administration

·        Facilitate new account openings and account transfers through Schwab and Fidelity.

·        Process money movement requests including transfers, wires, journals, deposits, and distributions.

·        Monitor account transfer activity and proactively resolve outstanding issues.

·        Coordinate required documentation and ensure compliance with firm procedures.

·        Maintain client records and documentation.

Operations and Technology

·        Utilize Salesforce CRM, Black Diamond, Worldox, Smartsheet, and custodial platforms to support

client service, operations, and reporting initiatives.

·        Maintain client data integrity across systems.

·        Assist with reporting and operational projects.

·        Identify opportunities to improve processes and enhance efficiency.

Advisor Support

·        Prepare materials for client review meetings.

·        Assist advisors with administrative and operational tasks.

·        Manage scheduling and calendar coordination.

·        Support implementation of financial planning recommendations.

· Provide administrative and operational support including correspondence preparation, CRM maintenance, document management, and calendar coordination.

Qualifications

• Five years of experience in a similar client service role
• A collaborative, team-first mindset with a willingness to step in and help colleagues wherever needed, regardless of formal responsibilities.
• Self-motivated and proactive, with the ability to identify needs, take initiative, and contribute to the success of the broader team.
• Bachelor's degree preferred.
• Experience working with Schwab, Fidelity, or other custodial platforms.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities while maintaining accuracy.
• Proficiency with Microsoft Office Suite.
• Demonstrated commitment to providing exceptional client service.