Client Relationship Associate & Producer Assistant Equitable Advisors - 1.0 Wellesley, MA Job Details Full-time $50,000 - $65,000 a year 3 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Work from home Vision insurance 401(k) matching Flexible schedule Retirement plan Qualifications Customer communication Teamwork Microsoft Excel Client services Organizational skills Community relationship building Account management Full Job Description About Us As a Vice President with Equitable Advisors, I help individuals, families, and business owners pursue their financial goals through comprehensive wealth management and financial planning strategies. Based in Wellesley, MA, our practice is built on exceptional client service, long term relationships, and a commitment to helping clients navigate important financial decisions with confidence. We are seeking a highly organized, relationship focused Client Relationship Associate & Producer Assistant to work directly alongside me in supporting clients and helping grow the practice. This individual will play a key role in client relationship management, account administration, event coordination, marketing initiatives, and delivering an exceptional client experience. Our practice serves successful individuals, families, and business owners throughout New England and is committed to providing a high touch, relationship driven client experience. This is an opportunity to join a growing practice where your contributions will have a direct impact on client relationships and business growth. Position Overview The Client Relationship Associate & Producer Assistant will serve as a key partner to a Financial Advisor by helping maintain and strengthen client relationships, supporting administrative and operational functions, assisting with marketing initiatives, and coordinating client appreciation events. This is an ideal opportunity for someone who enjoys working with people, staying organized, thinking creatively, and making a meaningful impact within a growing professional practice. Key ResponsibilitiesClient Relationship Management Serve as a friendly and professional point of contact for clients Schedule client meetings and manage calendar coordination Follow up with clients regarding paperwork, account requests, and service items Assist with client onboarding and ongoing relationship management Coordinate client communications and personalized outreach efforts Help create an exceptional client experience throughout every stage of the relationship Coordinate client birthday, anniversary, and milestone outreach Account Administration & Operations Assist with account opening paperwork and administrative processing Track and monitor account transfers, rollovers, and service requests Coordinate with custodians, carriers, and internal support teams Maintain accurate client records and CRM data Ensure paperwork is completed accurately and submitted in a timely manner Support advisors with meeting preparation and follow up Assist in maintaining efficient office processes and workflows Marketing & Creative Support Create presentations, PowerPoint decks, and client meeting materials Assist with marketing campaigns and client communications Develop event invitations and promotional materials Contribute creative ideas to enhance the client experience and support business growth Assist with social media and brand awareness initiatives Help develop educational and networking event materials Event Planning Coordinate client appreciation events, educational workshops, and networking functions Manage event logistics, registration, venues, invitations, and follow up Help ensure events reflect the high standards of our practice Assist with planning and executing referral and community engagement events Qualifications Bachelor's degree preferred but not required Previous experience in client service, administration, hospitality, marketing, event planning, financial services, or a related field is a plus Outstanding communication and interpersonal skills Strong organizational skills and attention to detail Ability to manage multiple priorities and deadlines Proficiency in Microsoft Office, Outlook, PowerPoint, and Excel Experience with Canva, graphic design, presentation development, or event planning is a plus Financial services experience is welcomed but not required Who Will Thrive in This Role The ideal candidate is: Relationship oriented and enjoys interacting with clients Professional, polished, and dependable Highly organized with excellent follow through Creative and comfortable developing presentations and event ideas Proactive and able to anticipate needs before being asked Comfortable working independently while collaborating closely with an advisor Excited to contribute to a growing business where their work makes a direct impact Compensation & Benefits We offer a comprehensive compensation and benefits package, including: Competitive compensation ranging from $50,000 to $65,000 annually Medical insurance Dental insurance Vision insurance Retirement savings benefits Paid time off Professional development opportunities Career growth potential within a growing wealth management practice Why Join Us? Work directly with a Vice President of Equitable Advisors in a growing wealth management practice Gain exposure to the financial services and wealth management industry Build meaningful relationships with clients and centers of influence Help shape the client experience and contribute ideas that drive business growth Participate in client appreciation events, educational workshops, and networking opportunities Join a professional, collaborative environment where your contributions are recognized and valued This is more than an administrative role. You will work directly with an experienced Financial Advisor, help strengthen client relationships, contribute ideas that drive growth, and play an important role in the long term success of the practice. Ready to Apply? If you are passionate about building relationships, creating exceptional client experiences, and contributing to the growth of a successful wealth management practice, we encourage you to apply. We are looking for someone who is professional, organized, proactive, and excited to make a meaningful impact. If you believe you would be a great fit for this opportunity, we would love to hear from you. Please submit your resume through Indeed along with a brief note explaining why you believe you are a strong fit for this role. We look forward to learning more about your background, experience, and what you would bring to our team.

Pay:

$50,000.00 - $65,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Retirement plan Vision insurance Work from home Ability to

Commute:

Wellesley, MA 02481 (Required)

Work Location:

In person