Smith Harvey Associates

Client Service Administrator

Smith Harvey Associates - Hingham, MA

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.


  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and ensuring key client information and documentation is up to date.
  • Onboard new client accounts, which includes the collection of required documentation and client information.
  • Support the team’s marketing strategy by maintaining marketing material and the firm’s website and planning occasional client events and seminars.
  • Support trading and portfolio management functions.
    • Assist with special projects and miscellaneous tasks as needed.


      • Strong computer skills and knowledge of Microsoft Office products
      • Exceptional interpersonal and client service skills
      • Detail orientated with superior organizational and project management skills
      • Team player with the ability to collaborate with others
      • Ability to work in a fast-paced, evolving environment



        • College degree
        • 3-5 years industry experience
        • Position: Full-time
        • Work Location - Hingham, MA
        • Work Remotely - On occasion





    Posted On: Wednesday, September 22, 2021

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