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Beacon Hill · 1 day ago

Senior Client Associate

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$105K/yr - $105K/yr

Beacon Hill is a respected advisory firm seeking a Senior Client Associate to deliver exceptional service and trusted guidance to high-net-worth clients. This role involves comprehensive trust administration and proactive relationship management to ensure smooth account operations and personalized support.

Staffing Agency

Responsibilities

Managing trust and estate administration activities such as monitoring balances and processing distributions

Coordinating account openings, closings, and asset transfers

Overseeing client onboarding and ensuring accurate documentation

Building and maintaining strong relationships with clients and their external advisors

Assisting with investment recommendations and trade execution

Supporting gifting activities and preparing related correspondence

Maintaining organized client records and ensuring compliance with fiduciary standards

Contributing to team projects and process improvement initiatives

Qualification

Trust administrationEstate processesFiduciary principlesClient relationship managementFinancial systems proficiencyProfessional discretionProactive mindsetCommunication skillsOrganizational skillsAttention to detail