Client Service Associate

Join to apply for the Client Service Associate role at Landing PointJoin to apply for the Client Service Associate role at Landing PointCompany Overview:A fast-growing wealth management firm with over $4.5 billion in assets under management is seeking to add a Client Service Associate to their team. This role is based in Boston and offers a hybrid work opportunity, focusing on providing high-quality client service to high-net-worth pany Overview:A fast-growing wealth management firm with over $4.5 billion in assets under management is seeking to add a Client Service Associate to their team. This role is based in Boston and offers a hybrid work opportunity, focusing on providing high-quality client service to high-net-worth clients.Job Responsibilities:Serve as the primary onboarding specialist for new wealth management clients, including managed accounts, private equity, and charitable accounts.Administer recurring and one-time requests for cashiering transactions such as wires, checks, EFTs, and capital calls.Coordinate with the operations group on data reporting and facilitate account updates and maintenance requests.Maintain the client relationship management system, Practifi, with current client teract with custodial partners, Fidelity and Schwab, to facilitate client requests.Assist with assorted projects within the wealth management group as needed.Qualifications:Familiarity with MS Word, Excel, and fortable learning, maintaining, and assisting with software systems.Previous experience with investment custodians, customer relationship management systems, and portfolio reporting systems is a pensation:Salary: $65,000 – $75,000, Plus BonusThe post Client Service Associate appeared first on Landing Point.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionOtherIndustriesStaffing and RecruitingReferrals increase your chances of interviewing at Landing Point by 2xSign in to set job alerts for “Client Services Associate” roles.Call Center Guest Service Attendant Encore Boston HarborGuest Services Representative (Mon - Fri, 10 a.m. - 6 p.m.)Overnight Guest Service Agent- Part-TimeGuild - Head Staff Assistant Grade 28 (SY25-26)Guest Service Agent - Boston Harbor City CruisesEmbassy Suites Boston at Logan Airport - Front Desk AgentGuest Services Staff - Bowery Presents MA | The Sinclair, Royale, Roadrunner,The Sinclair, Royale, Roadrunner, Suffolk DownsWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-09-17