Client Services Associate
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Job Location:
Westborough, MA - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
About Us
We are a growing client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork professionalism and proactive support for both our clients and financial advisors.
Position Summary
We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experiencefrom preparing for meetings to supporting account operations and follow-up.
Key Responsibilities
Client & Advisor Support
Qualifications
What We Offer
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LI-GP1
We are a growing client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork professionalism and proactive support for both our clients and financial advisors.
Position Summary
We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experiencefrom preparing for meetings to supporting account operations and follow-up.
Key Responsibilities
Client & Advisor Support
- Schedule client meetings and manage advisor calendars
- Prepare materials reports and documentation for client meetings
- Assist advisors with follow-up action items after meetings
- Build and maintain strong trustworthy client relationships by delivering responsive high-quality service
- Support new client onboarding
- Open new accounts across multiple custodians
- Process various types of paperwork forms and required documentation
- Handle account maintenance requests including beneficiary updates address changes and other service items
- Process money movement requests (transfers distributions contributions etc.)
- Communicate with custodians and external financial institutions such as annuity and insurance carriers
- Track and follow up on outstanding paperwork or service requests
- Maintain accurate client records and ensure compliance with firm and industry standards
Qualifications
- 25 years of experience in financial services wealth management or a related client service role (preferred)
- Strong understanding of investment accounts custodial platforms or advisor support operations (preferred)
- Excellent organizational skills with strong attention to detail
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Strong verbal and written communication skills
- Proficiency with Microsoft Office; experience with CRM systems is a plus
- Professional positive attitude and a commitment to exceptional client service
- Bachelors degree (preferred)
What We Offer
- Competitive salary of $70000
- 17 PTO days plus all U.S. stock market holidays
- Comprehensive health dental and vision insurance
- 401(k) plan with a 4% company match
- Supportive collaborative team environment
- Opportunities for skill development and career growth within the firm
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LI-GP1
Required Experience:
Manager
Key Skills
- Aeronautical
- Anti Money Laundering
- ASP.NET
- Dcom
- ABAP
- Manufacturing
About Company
Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.
