Client Service Associate

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts. They are looking to add a Client Service Associate to their dynamic and client-focused team to support the onboarding and servicing operations of new and existing clients. Responsibilities Work closely with Client Service Managers to facilitate timely processing of client requests Input prospect, client, and account information into the firm’s CRM Prepare and review account paperwork to determine accuracy and completeness Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM Ensure required forms and documentation are accurately stored within the firm’s Document Management System Assemble marketing material packages and mail to prospects, clients and/or referral partners across the country Cross-reference client account deposits with the firm’s daily check blotter Notify new clients of their login information for the firm’s eStatement delivery portal Assist Administrative Coordinator in answering and directing phone calls, depositing client checks into investment accounts, and processing incoming and outgoing mail Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks Perform special projects as needed Skills High degree of accuracy and attention to detail, with strong problem-solving skills Dedicated team player with strong follow up and communication skills Ability to organize, multitask, and prioritize in a deadline driven environment Ability to quickly grasp new technologies and concepts Ability to use information from different sources and synthesize that information to accomplish tasks Successful completion of a background and credit check Bachelor's degree in accounting, finance, economics, or related field Industry experience Experience with Salesforce, Orion, Laserfiche, and/or Docusign Benefits 401(k) retirement plan 401(k) match Health insurance Dental insurance Vision insurance Flexible spending accounts Health savings account Life insurance Disability insurance Paid time off Parental leave Flexible hybrid work schedule Company Overview Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country. It was founded in 1985, and is headquartered in Westborough, Massachusetts, USA, with a workforce of 51-200 employees. Its website is