Job Description
Job DescriptionClient Specialist
Our client, an asset management firm, is seeking an experienced Client Specialist to support their high-net-worth clients. This full-time, onsite role offers an excellent opportunity to be an integral part of a collaborative, well-established team that values professionalism, attention to detail, and work/life balance.
Compensation: $140K-$175K with performance bonuses paid annually
*Potential offers vary based on experience level, qualifications
Applicants must be able to work onsite in Boston MA, 5 days per week to be eligible for this position.
If you have extensive client relationship experience in financial services, are proactive, organized, and thrive in a small team, we want to hear from you.
Responsibilities
- Support clients and portfolio managers with account setup, updates, and ongoing management.
- Coordinate annual reviews and quarterly communications.
- Handle billing, deposits, transfers, and disbursements accurately.
- Prepare client reports, cash flow analyses, and trust documents.
- Attend client meetings, draft notes, and document follow-up actions.
- Maintain client objectives and coordinate estate and trust activities.
- Manage wire transfers, trust updates, and collateral loans.
- Assist with onboarding new assets, special projects, and administrative tasks.
Requirements
- 10-15 years of relevant experience building and managing client relationships.
- Strong background in financial services, trust administration preferred.
- Excellent organization, attention to detail, and communication skills.
- Ability to work independently and handle multiple priorities under deadlines.
- Advanced proficiency in Microsoft Office.
- Degree preferred but extensive experience may suffice.
Our Commitment to Inclusion & Belonging
The Hollister Group is an equal opportunity employer. We encourage applications from under-represented groups.
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Pandologic. Keywords: Customer Service Representative, Location: Boston, MA - 02108 , PL: 602357213