Wealth Client Associate III

Massachusetts Employer Wealth Client Associate III Saugus, MA Apply The Wealth Client Associate III plays a key role in delivering exceptional client service and operational support to high-net-worth clients by collaborating with internal teams including their assigned Account Officers as well as Portfolio Managers, Operations, and Compliance. In addition, responsibilities include front-desk support such as greeting clients, managing incoming and outgoing mail, coordinating meal and event reservations, ordering food, and preparing and binding client presentations. Client Relationship Support Serve as a primary point of contact for client service inquiries and requests. Assist with new client onboarding, including documentation, account setup, and coordination with internal teams. Maintain accurate and up-to-date client records in the Trust Management System (TMS), Client Relationship Management (CRM), and Electronic Document Management System (EDMS). Support Account Officers in delivering a seamless and personalized client experience. Operational and Administrative Support Process general transactions and account maintenance. Coordinate with Operations and Account Officers to process specified transactions, account maintenance, transfers and closing. Track and follow up on client requests to ensure timely resolution. Prepare client reports meeting materials. Schedule and organize client meetings and internal team calls. Compliance and Risk Management Ensure all client interactions and documentation comply with regulatory and internal standards. Assist with KYC/AML reviews, periodic account updates and audit requests. Escalate any compliance or risk concerns to the appropriate teams. Portfolio Management Coordination Support Portfolio Managers by gathering data and preparing materials for client reviews. Communicate account activity and client cash receipts and requirements in support of trading. Team Collaboration Work closely with cross-functional teams to ensure consistent and high-quality service delivery. Provide out-of-office coverage for team members. Participate in team meetings, training sessions, and process improvement initiatives.

QUALIFICATIONS

3-5 years of experience in financial services, client service, or administrative support. Preferred Bachelor?s degree in Finance, Business, Economics, or related field Strong interpersonal and communication skills. High attention to detail and organizational ability. Proficiency in Microsoft Office (Excel, Outlook, Word); experience with CRM systems a plus. Ability to manage multiple priorities in a fast-paced environment. Professionalism, discretion, and a client-first mindset. Active Filters Wealth Client Associate III Saugus, MA Clear All Apply