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Client Service Associate
Client Service Associate/Administrative Support for a boutique Fee-Only RIA
Flexible hours and ability to make the position your own depending on experience
About Our Client
My client is a boutique Fee-Only Registered Investment Advisor located in Foxborough. This lean team is seeking to add a support person who can assist in the day-to-day of the firm. My client has over $250 million in AUM and advises HNW individuals and families while also supporting institutions.
The Client Service Associate will handle all inbound calls and client requests. The Client Service Associate will also assist with day-to-day office work, Financial Advisor support, and administrative tasks. This is less of a transactional role and more of a client facing opportunity.
The Successful Applicant
- My client is looking for an experienced client service associate or administrative support person with direct experience in a support role within the wealth management/RIA space.
- Ideally, this candidate will wear many hats and contribute where possible.
- This opportunity has the ability to mold around the right candidate's background and experience and has the flexibility to be customized to the candidate.
What's on Offer
- Flexible work schedule - potential to be part time
- Base salary between $45,000 - $50,000 annually
- Bonus potential + benefits