The Client Services Associate will support financial planners, manage client communication, and assist in operational projects while developing a sales approach in financial services.
Location Note: This is a hybrid role for our Wakefield, MA office.
The Purpose of Your Role: This is an entry level position to develop into a full time financial planning role. This role will start out learning various departments at Sentinel and assisting a team of Financial Planners, Para Planners, Operations and Client Relationship Managers.
This role will allow you the opportunity to cultivate your own sales approach before moving into a quota carrying sales position in the organization.
This is an exciting and educational opportunity for someone who is looking to start a sales career in financial services.
What you'll bring to Sentinel:
What you need to have:
Preferred qualifications:
What you’ll be part of:
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.
Sentinel was recognized by The Boston Globe as a Top Place to Work in 2020, 2023, and 2025. The firm also earned the Top Workplaces USA Award from Energage through 2021-2026.
At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our Benefits:
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
The Purpose of Your Role: This is an entry level position to develop into a full time financial planning role. This role will start out learning various departments at Sentinel and assisting a team of Financial Planners, Para Planners, Operations and Client Relationship Managers.
This role will allow you the opportunity to cultivate your own sales approach before moving into a quota carrying sales position in the organization.
This is an exciting and educational opportunity for someone who is looking to start a sales career in financial services.
What you'll bring to Sentinel:
- Exceptional prioritization, written and verbal communication skills to manage multiple types of client and team requests, working effectively in a team based environment
- Collaboration with multiple teams across the Wealth Management unit
- Strategies to support new efficiency measures
- Knowledge of Excel, Powerpoint, eMoney, Salesforce, Orion, and various custodial platforms.
- Support a team of financial planners with arranging participant education with plan sponsors – onsite or virtual.
- Maintain and update charts/graphs in presentations
- Work on operational/planner projects as needed
- Collaborate with financial planners, compliance, and marketing on presentation & marketing needs
- Act as a Financial Wellness Educator (once licensed when needed) (May require travel)
- Prepare client paperwork.
- Assist the Operations Team with Occasional Requests during audits
What you need to have:
Preferred qualifications:
- Bachelor’s degree in business or related field
- Ability to obtain Series 65, and Life Accident and Health licenses within 60 days of hire
- Ability to obtain CFP®
- Excellent communication skills
- Outstanding organizational skills
- Salary Range: $58,000-$65,000
What you’ll be part of:
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.
Sentinel was recognized by The Boston Globe as a Top Place to Work in 2020, 2023, and 2025. The firm also earned the Top Workplaces USA Award from Energage through 2021-2026.
At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our Benefits:
- PTO (vacation, sick, personal time bank)
- FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
- 12 Paid Holidays (10 stated and 2 floating holidays)
- 2 Community Volunteer Days
- 5 Summer Half Days
- Medical, Dental, Vision
- Life Insurance
- LTD & STD
- Retirement Plan with 4% Employer Match
- Parental Leave
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
Top Skills
Emoney
Excel
Orion
PowerPoint
Salesforce
Sentinel Group Wakefield, Massachusetts, USA Office
100 Quannapowitt Parkway, Wakefield, MA, United States, 01880
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