The Client Services Associate will support financial advisors with client meetings, account operations, and maintain client relationships while ensuring compliance and accuracy in documentation.
About Us
We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.
Position Summary
We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.
Key Responsibilities
Client & Advisor Support
Qualifications
What We Offer
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
#LI-GP1
We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.
Position Summary
We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.
Key Responsibilities
Client & Advisor Support
- Schedule client meetings and manage advisor calendars
- Prepare materials, reports, and documentation for client meetings
- Assist advisors with follow-up action items after meetings
- Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality service
- Support new client onboarding
- Open new accounts across multiple custodians
- Process various types of paperwork, forms, and required documentation
- Handle account maintenance requests, including beneficiary updates, address changes, and other service items
- Process money movement requests (transfers, distributions, contributions, etc.)
- Communicate with custodians and external financial institutions such as annuity and insurance carriers
- Track and follow up on outstanding paperwork or service requests
- Maintain accurate client records and ensure compliance with firm and industry standards
Qualifications
- 2–5 years of experience in financial services, wealth management, or a related client service role (preferred)
- Strong understanding of investment accounts, custodial platforms, or advisor support operations (preferred)
- Excellent organizational skills with strong attention to detail
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Strong verbal and written communication skills
- Proficiency with Microsoft Office; experience with CRM systems is a plus
- Professional, positive attitude and a commitment to exceptional client service
- Bachelor’s degree (preferred)
What We Offer
- Competitive salary of $80,000
- 17 PTO days plus all U.S. stock market holidays
- Comprehensive health, dental, and vision insurance
- 401(k) plan with a 4% company match
- Supportive, collaborative team environment
- Opportunities for skill development and career growth within the firm
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
#LI-GP1
Top Skills
Crm Systems
MS Office
Similar Jobs
Information Technology • Automation
The Client Services Associate provides operational support in handling mail services, supplies management, customer service, and light maintenance. They ensure efficient office functioning while maintaining a high service standard.
Top Skills:
Ms Office Suite
AdTech • Marketing Tech • Software
Lead the D2C and subscription-growth client services at Gupta Media, focusing on integrated marketing strategies, client relationships, and team management.
Top Skills:
Creative DirectionCustomer Journey StrategyMarketing Strategies
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
As a Senior Analyst, you'll gather and analyze requirements, implement process improvements, manage financial reporting in Workday, and mentor junior analysts.
Top Skills:
Composite ReportsDashboardsPower BIQlikTableauWorkday PrismWorkday Report WriterWorksheets
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
