Client Service Associate

Client Service Associate (CSA)

Boston, MA | Full-Time

A well-established, Boston-based Registered Investment Advisor (RIA) is seeking a Client Service Associate (CSA) to join its growing team. This is an excellent opportunity for an organized and client-focused professional looking to build a long-term career within wealth management.

This role offers hands-on exposure to client service, financial planning support, and advisory operations, along with structured mentorship and a clear path toward future growth within the firm.

Position Overview

The Client Service Associate will support Advisors and play a key role in delivering a high-quality client experience. This individual will act as a central point of coordination across client service, operations, and planning support functions.

Key Responsibilities

Client Service & Relationship Management

• Serve as a primary point of support for Advisors, assisting with client communications and service requests
• Act as a liaison between clients and Advisors to ensure a seamless, responsive experience
• Maintain strong client relationships through proactive follow-up and coordination

Operations & Administrative Support

• Assist with account maintenance, portfolio administration, and client updates
• Process service requests with a high level of accuracy and attention to detail
• Maintain organized and up-to-date client records and documentation

Advisor & Planning Support

• Prepare client meeting materials, presentations, and planning documentation
• Assist in gathering and organizing client financial data for review meetings
• Provide day-to-day administrative and operational support to Advisors

Compliance & Accuracy

• Ensure all client activity is handled in accordance with firm policies and regulatory requirements
• Maintain strict confidentiality and professionalism in handling client information

Qualifications

Required

• Strong organizational and communication skills
• High attention to detail with the ability to manage multiple priorities
• Professional, client-first mindset
• Demonstrated interest in pursuing a career in wealth management

Preferred

• Prior experience in client service, financial services, or a professional office environment
• Bachelor’s degree in Finance, Business, Economics, or a related field
• Exposure to financial planning concepts or investment products is a plus
• Licensing is not required for this role.

Work Environment & Growth

• Full-time, in-office during initial onboarding and training (Boston-based)
• Opportunity to transition to a hybrid schedule over time
• Structured mentorship and hands-on training
• Clear pathway toward advancement into advisory or senior client service roles

Compensation & Benefits

• Competitive base salary (commensurate with experience)
• Comprehensive benefits package
• Long-term career growth within a collaborative, client-focused firm

If you’re looking to join a team where you can build foundational experience and grow within wealth management, this role offers a strong platform to do so.