Boutique, private wealth management firm comprised of an experienced team of partners with decades of combined industry experience is seeking a Client Service Associate to join this fast paced, rapidly growing team in our Hingham location. The Client Service Associate will enhance the client experience by providing exceptional client service and administrative and operational support to clients. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with the advisory team, along with new and existing clients. The ideal candidate must have professional enthusiasm, solid communication skills, strong attention to detail and have a solid understanding of Microsoft Office products.
DUTIES and RESPONSIBILITIES:
KNOWLEDGE and SKILLS: