Client Service Associate Salary at Longfellow Investment Management Co Llc BETA

Our Client, a Global Financial Services Firm, is seeking a Client Services Associate in their Boston, MA location. POSITION SCOPE As a Client Service Representative, you will be responsible for managing day-to-day client inquiries. You will collaborate with internal teams to resolve inquiries promptly and ensure clients are updated on the status of their requests until completion. It is also important to help clients learn how to use the platform to find answers independently. In this role, you will gain client insights from daily interactions, which should be shared with your peers to identify recurring themes that may affect the department. For example, if multiple clients report issues with a specific product or team, escalating this to management could lead to a solution benefiting multiple clients. As the first point of contact for your clients, you are expected to escalate potential issues or new business opportunities to the appropriate teams to ensure they are effectively manag

About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here! Responsibilities: Work directly with the clients on Financial Planning as well as cash flow planning for retirement Assist clients with their accounts, including maintenance and creation of new accounts Manage and validate accounts transfers Assist with any distributions / checks / wire transfers Assist with file coordination for quarterly administrative and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63 / 66, SIE highly preferred 1-3 years of experience in

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Job Description JOB PURPOSE + Integral support for Senior Relationship Management team + Administrative support: telephone back-up, prepare correspondence and maintain files + Prepare materials for client meetings + Arrange new account packets and open new accounts + Research client inquiries and bring about timely resolution + Run client statements, tax reports and ad hoc reports + Provide documentation for clients annual reviews + Manage clients tax payments, annual IRA contributions/required minimum distributions **KEY ACCO

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client acco

Job Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through tailored solutions, comprehensive wealth strategies, and a focus on long-term financial success. Position Overview: We are seeking a motivated and detail-oriented Client Service Associate to join our wealth management team. The successful candidate will play a critical role in supporting financial advisors and ensuring a high level of service to our clients. This position involves direct interaction with clients, managing account-related activities, and ensuring smooth day-to-day operations. Key Responsibilities: Serve as the primary point of contact for clients, addressing inquiries and providing timely resolutions to account-r

Client Service Associate – Boston, MA A Boston-based wealth management firm specializing in sustainable investing is seeking a Client Service Associate to join its exciting team. This role will work closely with portfolio managers, the operations team, and other client service professionals to ensure seamless account management and an exceptional client experience. Key Responsibilities: Coordinate the opening and ongoing maintenance of client accounts, ensuring tasks are completed accurately and efficiently. Process client requests promptly, collaborating with portfolio managers to resolve open account issues. Facilitate disbursements and contributions, ensuring timely and secure transactions. Assist with charitable donations of cash and stock from client portfolios. Maintain strong internal coordination to update client accounts and records. Liaise with accountants and third parties to ensure proper submission of documents and payments. Document all communications in the firm's Client

This is an excellent opportunity for someone who is looking to be an essential part of a team and gain valuable experience in a collaborative and flexible environment. Other benefits and opportunities related to this position include:Growth in a career that offers autonomy to excel in accordance with your strengths and skills, while affording freedom and flexibility of work-life balanceJoin an already successful team and have the opportunity to bring new and innovative ideas and thoughts to the tableParticipate in foundational areas of client serviceWe have developed a career path for those who really enjoy the back office work and want to be in the financial planning industry, but dont desire to be an advisor. As the business grows and you demonstrate aptitude, you may have an opportunity to adjust your position within Wrenne Financial Planning, eventually expanding your responsibilities & compensationResponsibilities:Assisting with onboarding new clients and inputting data into vario

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client in Westborough, MA. For other roles visit: jobs.lead-advisor.com. Client Service Associate Our full-service financial advisory practice serves high net worth and emerging high net worth clients with: Wealth management Tax-efficient savings strategies Estate planning Risk management Retirement planning The Client Service Associate is an integral part of the overall client experience, supporting the Wealth Management Team. A high degree of accuracy is required, ensuring a satisfying and memorable client experience. Client Service Associate Job Duties: Execute client insurance onboarding, including: Preparing illustrations Scheduling medical exams Preparing applications Managing the underwriting process Preparing for policy delivery meetings Handle ongoing policy servicing and maintenance, such as: Billing updates Reconsiderations Loan processing Execute client investment onboarding, including: