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 http://www.grimesco.com.
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