Client Associate

Boston, MA

Family owned financial services company looking for a client services rep to join their growing team!


  • Provide administrative support to Client Advisory team.
  • Draft letters of instruction for clients.
  • Complete account applications.
  • Manage agreements and subscription documents.
  • Organize supporting documentation.
  • Act as information provider to accountants, banks, investment managers and other professionals also supporting clients.


  • BA degree
  • Prior experience in the financial industry
  • Analytical thinking skills
  • Detail oriented and attention to detail
  • Solid computer skills
  • Proficiency with Excel
  • Great customer service skills

Interested in this job?

Contact us below to learn more.