New

Wealth Management Client Support Associate

TEKsystems
$28.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Massachusetts, Peabody
Jun 12, 2025
Description The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment. Primary role responsibilities include but are not limited to: * Answer phones, schedule appointments, and prepare materials for client meetings * Keep client management systems up-to-date with client information * Assist with information and documentation requirements for new accounts, transfers, and more * Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs) * Manage account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits) * Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met * Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. Additional Skills & Qualifications * Prior Financial Planning or Wealth Advisory support experience needed Organized with a strong attention to detail and problem-solving abilities * Effective oral and written communication; able to explain complex information clearly and simply * Time management skills with the ability to handle multiple projects and deadlines * Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners * Ability to analyze and research information * Self-motivated, driven and takes initiative * Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications #eastpriority25 Pay and Benefits The pay range for this position is $28.00 - $28.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Peabody,MA 01960. Application Deadline This position is anticipated to close on Jun 20, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.