Client Service Associate

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts. They are looking to add a Client Service Associate to their dynamic and client-focused team to support the onboarding and servicing operations of new and existing clients.

Responsibilities

• Work closely with Client Service Managers to facilitate timely processing of client requests
• Input prospect, client, and account information into the firm’s CRM
• Prepare and review account paperwork to determine accuracy and completeness
• Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM
• Ensure required forms and documentation are accurately stored within the firm’s Document Management System
• Assemble marketing material packages and mail to prospects, clients and/or referral partners across the country
• Cross-reference client account deposits with the firm’s daily check blotter
• Notify new clients of their login information for the firm’s eStatement delivery portal
• Assist Administrative Coordinator in answering and directing phone calls, depositing client checks into investment accounts, and processing incoming and outgoing mail
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
• Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks
• Perform special projects as needed

Skills

• High degree of accuracy and attention to detail, with strong problem-solving skills
• Dedicated team player with strong follow up and communication skills
• Ability to organize, multitask, and prioritize in a deadline driven environment
• Ability to quickly grasp new technologies and concepts
• Ability to use information from different sources and synthesize that information to accomplish tasks
• Successful completion of a background and credit check
• Bachelor's degree in accounting, finance, economics, or related field
• Industry experience
• Experience with Salesforce, Orion, Laserfiche, and/or Docusign

Benefits

• 401(k) retirement plan
• 401(k) match
• Health insurance
• Dental insurance
• Vision insurance
• Flexible spending accounts
• Health savings account
• Life insurance
• Disability insurance
• Paid time off
• Parental leave
• Flexible hybrid work schedule

Company Overview