Established Metrowest Registered Investment Advisory firm seeking a Client Service Manager to support the onboarding and servicing operations of new and existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, and posses a keen sense of prioritization, organization, and urgency. Industry experience is required.

Specific duties include but are not limited to:

• Serve as the first point of contact for client requests
• Respond to and manage client inquiries regarding their account(s) with factual information. Troubleshoot and research any account issues that arise
• Communicate with clients at a high level in a clear, courteous and responsive manner through email, phone and mail
• Input prospect, client, and account information into the firm’s CRM accurately by following the firm’s established procedures
• 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
• Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed
• Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with client once funds are received
• Accurately prepare, on a timely basis, client account summary packets for upcoming WM/client meetings
• Establish follow ups on activities as necessary and act promptly on these and any other assigned follow up items
• Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans
• Manage the day-to-day and cycle workflow for Wealth Manager’s clients
• Maintain and manage client appointments in calendar for Wealth Manager/Financial Advisor
• Provide recommendations for process improvements
• 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 use information from different sources and synthesize that information to accomplish tasks

Education, Training & Experience

• Previous experience in Investment Management, Finance or related industry is required.
• Bachelors degree in accounting, finance, economics, or related field is preferred but not required
• Experience with Salesforce, Orion, Laserfiche, and/or Docusign is preferred but not required

Job Type: Full-time

Pay: $63,000.00 - $68,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Supplemental pay types:

• Bonus pay

Work Location: Hybrid remote in Westborough, MA 01581

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