Client Service Associate – Wealth Management
Boston, Massachusetts - Full Time

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The HireMojo Team


The Colony Group seeks a motivated and qualified individual for the position of Client Service Associate on a wealth management team. The individual selected for this opportunity will provide a broad range of technical and client management support to a wealth management team, assist with managing all aspects of a client relationship, be dedicated to client service, and have the highest ethical and professional standards of excellence.

Primary responsibilities for this position include:

  • Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (e.g., check requests, distributions); communicating with the company’s Investment Services team and initiating proactive follow-through on such action points;
  • Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets;
  • Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas;
  • Drafting and processing correspondence to clients and communicating with clients by telephone and email;
  • Assisting with the income tax return preparation process (e.g., scanning data, sending copies of returns to clients);
  • Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients; and
  • Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases.

The position requires:

  • An Associate degree or greater;
    • A minimum of 3-5 years administrative experience in financial or professional services;
    • Familiarity with brokerage or registered investment advisory firm operations;
    • Strong mathematical aptitude; superb written and verbal communication skills;
    • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology;
    • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
    • Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.

The Colony Group provides investment, wealth management, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients.  Founded in 1986 and managed by financial professionals dedicated to providing objective advice and exceptional service, The Colony Group manages over $8 billion in client assets and has offices in Massachusetts, New York, Virginia, Florida, Colorado, and Maryland.  For more information, please visit www.thecolonygroup.com.