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The Bulfinch Group · 9 hours ago

Client Experience Associate

Needham Heights, MA

Full-time

Hybrid

Entry Level

$70K/yr - $80K/yr

2+ years exp

The Bulfinch Group is a planning-first financial advisory practice focused on comprehensive personal and business financial planning. They are seeking a Client Experience Associate to serve as a central point of contact between clients and advisors, ensuring high standards of client service and operational execution.

BankingConsultingCrowdfundingFinancial Services

Growth Opportunities

Responsibilities

Support the implementation of financial planning recommendations, including investment management and insurance solutions as outcomes of broader planning strategies

Execute and manage time-sensitive service requests related to investment accounts, insurance policies, and planning implementation

Handle client updates such as address changes, beneficiary updates, banking information, and required documentation

Track all service items through completion to ensure accuracy, compliance, and client satisfaction

Support continuous improvement of workflows, processes, and systems

Serve as a primary point of contact for client inquiries

Coordinate and schedule meetings

Deliver a polished, white-glove client experience

Manage multiple client requests concurrently while meeting deadlines

Partner closely with advisors to support meeting preparation and follow-up

Maintain accurate client records

Ensure workflows and service standards are consistently followed

Contribute to a culture of accountability and execution