Grandview Partners · 14 hours ago
Client Service Assistant
Westwood, MA
Full-time
Onsite
Entry Level
1+ years expGrandview Partners is a close-knit financial planning firm seeking a Client Service Assistant. This role provides ongoing administrative support to advisors and staff, assisting with daily operational needs, client service requests, and various administrative tasks.
Asset ManagementFinancial ServicesRetirementRisk ManagementWealth Management
Responsibilities
Assist in gathering and preparing paperwork for clients’ as it relates to, opening new accounts, asset movement changes, administrative updates, account registration changes, etc
Organizing and overseeing various tech platforms including CRM systems and financial planning programs
Assist with RMD’s, estate settlements, inherited accounts, transfers, and distributions
Handle administrative duties of directly held accounts; ex: stock held at Computershare, Annuities, 529 Accounts
Track pending business paperwork; update tasks in Wealthbox to keep status current for team to view
Assist in answering phone calls when needed and transferring to team members
Comfortable making outbound phone calls to complete client requests as needed
Handle advisor needs proactively
Assist with weekly marketing newsletter, blast e-mails, marketing efforts, and social media accounts
Responsible for understanding firm policies, procedures and technology capabilities
Prepare conference room in advance for client meetings when needed
Use AdvisorComplete, Wealthscape, AdvisorEnterprise and other platforms to access various Kestra resources, forms, reports, and work items
Regularly review Kestra news items, technology updates, and e-mail communications; report pertinent information back to supervisor
Qualification
Required
Bachelor's degree required
Ability to fill out forms exactly for accurate completion and successful processing by home office
Demonstrates the ability to follow directions consistently
Extremely detail oriented with the ability to perform repetitive tasks on a regular basis
Demonstrates ability to multi-task
Team oriented mentality
Superior organizational skills
Proficiency in MS Office Suite (e.g., Word, Outlook, and Excel)
Preferred
Minimum of one to three years' experience in financial services preferred
Experience with electronic signing platforms, ex: DocuSign, a plus
Familiar with various AI platforms and financial tech that can be integrated into day-to-day operations
Company
Grandview Partners
Grandview Partners provides financial planning, retirement planning, taxation, investment, risk, asset, and wealth management solutions.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Doug Mavilia, CFP®
Founding Partner
Peter J. Smith, CFP®, AIF®
Founding Partner
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