Client Service Associate in Wealth Management

Job Type: Full-time

 

We are searching for a Client Services Associate with financial services experience. The ideal candidate has excellent people skills, enjoys interacting with clients, and providing support to the advisors. You are proactive and motivated, with a desire to work well as a productive team member. You are looking to join a small, boutique-style firm. Our office environment is casual, fun, and professional, and we offer a generous compensation package comparable to the larger firms. There are unlimited opportunities for growth at our fast-growing firm.

 

Aevitas Wealth Management, Inc. is a fee-only independent Registered Investment Advisor and Financial Planning firm. We concentrate on multi-generational asset management and financial planning services for individuals, families, and small businesses. The firm manages approximately 600 million dollars of assets and services over 200 client relationships. These relationships mean everything to us. The Client Services Associate plays an essential role at our firm and aids in delivering the client-centered experience that defines our practice.

The ideal addition to our team will be someone who

  • Has financial services experience

  • Is friendly and highly client-centered

  • Desires a small, in-office working environment

Responsibilities include:

  • Client support functions with regard to financial planning, asset management, and daily customer service tasks.

  • Perform general administrative functions such as answering phones, scheduling appointments, managing office supplies, and opening mail.

  • Preparation and processing of client paperwork and materials for client meetings.

  • Process and follow-up on client service requests.

  • Perform portfolio administration concerning client data, contributions, and withdrawals.

  • Maintaining client databases and files.

Required Skills:

  • Minimum of two years of customer service experience in financial services.

  • Strong interpersonal and communication skills. The candidate must have effective verbal and written communication.

  • Thrive on engaging with customers: begin a conversation, build rapport, and handle client inquiries and/or problem resolution.

  • Strong organizational skills and meticulous attention to detail.

  • Ability to multi-task, prioritize effectively, and be a proactive self-starter.

  • Proficiency in basic computer skills, including but not limited to Microsoft Office applications (Excel, Word, Outlook). Knowledge of Fidelity Wealthscape, Redtail, and Morningstar Office are a plus.

  • A four-year degree from an accredited college or university.

Compensation:

Aevitas Wealth Management provides a generous compensation package that includes:

  • 401(k) with match

  • Pension plan

  • Group long-term disability

  • Health insurance benefits

  • Paid time off

  • Performance-based profit sharing and bonus programs

 

Schedule:

Monday-Friday 8 AM- 4 PM. This position is based in the office in Wellesley, MA.

You must be willing to be fully vaccinated for Covid-19.

You made it this far, now make the next move. In addition to applying here, email a resume to schreimike@gmail.com