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Grimes & Company · 6 hours ago

Client Service Associate

Westborough, MA

Full-time

Hybrid

New Grad, Entry Level

$52K/yr - $57K/yr

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.

BankingFinancial ServicesInsurance

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

Qualification

SalesforceOrionLaserficheDocusignMultitaskingAttention to detailProblem-solvingTeam playerCommunication skillsOrganizational skillsAdaptability

Required

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

Preferred

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

Grimes & Company

Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country.

Founded in 1985