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Coda Search│Staffing · 6 hours ago

Client Service Associate @ Wealth Management Firm

Boston, MA

Full-time

Onsite

Entry, Mid Level

$80K/yr - $100K/yr

2+ years exp

Coda Search is a partner with a boutique wealth management firm located in Boston, MA. They are seeking a Client Service Associate to support two advisors for a portfolio of high-net-worth individuals, handling diverse responsibilities such as client onboarding, portfolio reporting, and client information updates.

ConsultingRecruitingStaffing Agency

Responsibilities

Serve as a primary point of contact for client service needs, including account maintenance, transfers, and service requests

Support Financial Advisors with onboarding new clients, preparing paperwork, and managing follow-up

Prepare client meeting materials, performance reports, and portfolio summaries

Coordinate account openings, money movement, beneficiary updates, and compliance documentation

Communicate with custodians, product providers, and internal teams to resolve client issues

Maintain accurate client records in CRM and portfolio management systems

Track service requests and ensure timely resolution

Assist with scheduling client meetings and managing advisor calendars

Qualification

Wealth management experienceClient service experienceMicrosoft Office proficiencyCRM systems experienceSeries 7 certificationSeries 66 certificationOrganizational skillsTime management skillsWritten communication skillsVerbal communication skills