Lead Advisor
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Base pay range
$75,000.00/yr - $85,000.00/yr Direct message the job poster from Lead Advisor Redefining Wealth Management Team Building
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown specializing in comprehensive retirement planning, investment advisory, annuities and life insurance. Their mission is to help individuals and families achieve financial peace of mind through personalized, long-term guidance. They are seeking a Client Service Associate to join their growing team. This role is strictly in-office and ideal for someone who values hands-on collaboration, professional growth and meaningful client relationships. Key Responsibilities · Serve as the first point of contact for client inquiries (via phone, email and in-person) · Provide new business, administrative, operations and compliance support · Schedule client meetings and manage the advisor’s calendar · Maintain CRM and ensure accurate client records and follow up tasks · Liaise with custodians, insurance carriers, and vendors to support client operations · Assist with client onboarding and account maintenance · Support marketing, client events, and outreach events, as needed Qualifications · 3 years of experience in financial services, insurance, wealth management, or a related client-facing role · Strong organizational skills with keen attention to detail · Excellent interpersonal and written communication skills · Proficient in Microsoft Office (Outlook, PowerPoint, Word, Excel); CRM and financial software experience is a plus · Must be able to work on-site in Charlestown, MA five days a week · Series 65 or willingness to become licensed (a plus but not required) · Must be able to work one Saturday a month (a compensatory day off another time during the month is offered) · Must have access to a vehicle Location:
5x a week in Charlestown office Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Lead Advisor by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified about new Client Services Associate jobs in
Boston, MA . Boston, MA $60,000.00-$80,000.00 3 weeks ago Boston, MA $80,000.00-$90,000.00 3 weeks ago Boston, MA $70,000.00-$80,000.00 2 weeks ago Boston, MA $65,000.00-$75,000.00 2 weeks ago Client Service Associate, The Wealth Office
Boston, MA $65,000.00-$90,000.00 2 weeks ago Private Wealth Management Registered Client Service Associate
Boston, MA $85,000.00-$95,000.00 3 days ago Client Service Associate – Fund Operations
Tenant Service Coordinator/Tenant Experience Coordinator
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$75,000.00/yr - $85,000.00/yr Direct message the job poster from Lead Advisor Redefining Wealth Management Team Building
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown specializing in comprehensive retirement planning, investment advisory, annuities and life insurance. Their mission is to help individuals and families achieve financial peace of mind through personalized, long-term guidance. They are seeking a Client Service Associate to join their growing team. This role is strictly in-office and ideal for someone who values hands-on collaboration, professional growth and meaningful client relationships. Key Responsibilities · Serve as the first point of contact for client inquiries (via phone, email and in-person) · Provide new business, administrative, operations and compliance support · Schedule client meetings and manage the advisor’s calendar · Maintain CRM and ensure accurate client records and follow up tasks · Liaise with custodians, insurance carriers, and vendors to support client operations · Assist with client onboarding and account maintenance · Support marketing, client events, and outreach events, as needed Qualifications · 3 years of experience in financial services, insurance, wealth management, or a related client-facing role · Strong organizational skills with keen attention to detail · Excellent interpersonal and written communication skills · Proficient in Microsoft Office (Outlook, PowerPoint, Word, Excel); CRM and financial software experience is a plus · Must be able to work on-site in Charlestown, MA five days a week · Series 65 or willingness to become licensed (a plus but not required) · Must be able to work one Saturday a month (a compensatory day off another time during the month is offered) · Must have access to a vehicle Location:
5x a week in Charlestown office Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Lead Advisor by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified about new Client Services Associate jobs in
Boston, MA . Boston, MA $60,000.00-$80,000.00 3 weeks ago Boston, MA $80,000.00-$90,000.00 3 weeks ago Boston, MA $70,000.00-$80,000.00 2 weeks ago Boston, MA $65,000.00-$75,000.00 2 weeks ago Client Service Associate, The Wealth Office
Boston, MA $65,000.00-$90,000.00 2 weeks ago Private Wealth Management Registered Client Service Associate
Boston, MA $85,000.00-$95,000.00 3 days ago Client Service Associate – Fund Operations
Tenant Service Coordinator/Tenant Experience Coordinator
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr