Junior Client Service/Operations Specialist

We are seeking a motivated, passionate professional to join our fee-only wealth management team. Our firm has a growing base of high/ultra high net worth clients who we serve on a continuous basis. We nurture relationships by working closely with clients to guide them through their financial lives, building an individualized, dynamic plan that is right for them. We pride ourselves on our team-oriented environment, collaborative approach and high touch client service model.The Junior Client Service/Operations Specialist will provide support in managing day-to-day relationships with firm clients. Responsibilities include:Assist in managing client needs in all aspects of service including opening/updating client accounts, money transfers, managing/tracking capital calls for alternative investments, drafting documentation, and client communications.Act as a liaison between advisors, clients, and custodians to process client requests and resolve issues.Assist in managing the client onboarding process for HNW/UHNW clients.Assist in maintaining/updating client data ensuring accuracy, security, and timeliness.Develop new ways to continuously provide the best service to the firm's clients.Assist with ad-hoc investment research and financial planning projects.Assist with general office management and administrative functions.Desired Skills and ExperienceThe ideal candidate for this position has financial services experience and a desire to work in a team-based environment in support of HNW/UHNW client relationships. They are passionate about client service, demonstrate exceptional communication and time management skills, and approach their work with an eagerness to ensure accuracy and expertise in all deliverables. Commitment to providing the absolute highest standard of client care is essential.A successful candidate will be detail oriented, highly organized and a problem solver with strong communication skills. Highest degree of professionalism, integrity and honesty required. A good work ethic, sense of humor and positive attitude are essential. Additional requirements include:Bachelor's degree required1+ years' experience with a financial services or RIA firm supporting HNW clients.Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination.Knowledge of back-office operations of a financial planning and investment management firm.Familiarity with Schwab and Fidelity custodial platforms preferred. Excellent technology skills including Microsoft Office products and CRM systems, as well as the ability to adapt to new technologies and processes.Ability to work independently, with little oversight, but with accountability to the client and the organization.This position is on-site in our office in Wellesley, MA (not hybrid or remote). You must have your own transportation as there is no public transportation near our office.PLEASE SUBMIT RESUME AND SALARY REQUIREMENTS TO RECRUITING@ 

Created: 2025-02-23