Masis Professional Group
Client Service Associate (Wellesley)
Masis Professional Group, Wellesley, Massachusetts, United States, 02482
Client Service Associate
A growing Registered Investment Advisor (RIA) firm is seeking a Client Wealth Associate to join their team. This role is ideal for a highly organized and proactive individual who thrives in a fast-paced, collaborative environment. Key Responsibilities Provide day-to-day support to a team of Financial Advisors. Maintain and service client accounts, ensuring accuracy and timeliness. Prepare client meeting materials, presentations, and portfolio reports. Handle cash inflows and outflows, money movements, and account transfers. Monitor asset allocations and cash balances to ensure alignment with client objectives. Open, set up, and monitor new client accounts and onboarding documentation. Collaborate with internal teams to ensure exceptional client experience. Qualifications 4+ years of experience in client service or operations within an RIA or investment management firm. Experience working with high-net-worth (HNW) clients. Familiarity with custodial platforms such as Fidelity and Schwab. Proficiency with Salesforce or a similar CRM system. Strong attention to detail, follow-through, and communication skills. Ability to manage multiple priorities in a deadline-driven environment. Compensation & Benefits Competitive compensation package. Comprehensive benefits, including health, dental, vision, and retirement plans. Four days in-office, with one remote day per week.
A growing Registered Investment Advisor (RIA) firm is seeking a Client Wealth Associate to join their team. This role is ideal for a highly organized and proactive individual who thrives in a fast-paced, collaborative environment. Key Responsibilities Provide day-to-day support to a team of Financial Advisors. Maintain and service client accounts, ensuring accuracy and timeliness. Prepare client meeting materials, presentations, and portfolio reports. Handle cash inflows and outflows, money movements, and account transfers. Monitor asset allocations and cash balances to ensure alignment with client objectives. Open, set up, and monitor new client accounts and onboarding documentation. Collaborate with internal teams to ensure exceptional client experience. Qualifications 4+ years of experience in client service or operations within an RIA or investment management firm. Experience working with high-net-worth (HNW) clients. Familiarity with custodial platforms such as Fidelity and Schwab. Proficiency with Salesforce or a similar CRM system. Strong attention to detail, follow-through, and communication skills. Ability to manage multiple priorities in a deadline-driven environment. Compensation & Benefits Competitive compensation package. Comprehensive benefits, including health, dental, vision, and retirement plans. Four days in-office, with one remote day per week.