About this opportunity
Grimes & Company lists this Client Service Associate opportunity in westborough, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add a Client Service Associate to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For , this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals.
About The Role
The Client Service Associate will support the onboarding and servicing operations of new and existing clients. This role works closely with Client Service Managers and Administrative Coordinators to perform many of the administrative tasks related to client accounts and requests. The ideal candidate must be detail-oriented, have excellent communication skills, and possess a keen sense of prioritization, organization, and urgency. Industry experience preferred but not required.
This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA.
Key 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
Requirements
Bachelor's degree in accounting, finance, economics, or related field is preferred but not required
Industry experience preferred but not required
Experience with Salesforce, Orion, Laserfiche, and/or DocuSign are preferred but not 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
We offer a comprehensive benefits package including:
401(k) match
Health insurance
Vision insurance
Flexible spending accounts
Health savings account
Life insurance
Disability insurance
Paid time off
Parental leave
Why Join Us?
Growth Opportunities : We invest in the professional development of our team members, offering training and career advancement pathways.
Collaborative Culture : Work in a supportive and innovative environment where your contributions are valued and recognized.
Competitive Compensation : Enjoy a comprehensive compensation package that rewards your expertise and dedication.
If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients!
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Worksite address
westborough, MA, 01581, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.