Client Service Associate

Job overview

The Client Service Associate role is in-office in Boston, MA, at Mayflower Advisors’ Franklin Street office. Salary is $75,000–$95,000 per year. Mayflower Advisors is an independent Registered Investment Advisor helping clients preserve and grow wealth through investment, retirement, charitable giving, and estate planning services. The associate supports clients and wealth managers by handling requests accurately and promptly, coordinating meetings, and managing account and documentation workflows. The role helps deliver consistent, attentive service and keeps client operations moving smoothly.

What you'll do

• Provide administrative support and resolve client inquiries
• communicate promptly and follow through
• prepare client meeting materials and coordinate schedules
• manage asset and balance transfers, account openings, documentation requests, paperwork, RMDs, and operational tasks
• document client activity in the CRM
• coordinate with third-party custodians
• attend client reviews in a support role and follow up on action items
• participate in staff meetings and training.

What we're looking for

Skills & competencies

client service associate

wealth management

registered investment advisor

client operations

account openings

asset transfers

retirement planning

boston ma

mayflower advisors

$75k–$95k per year

in-office

client relationship support

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree and at least three years of wealth management or retirement-sector experience. Series 7 and 66, or 63 and 65, are preferred.

About the employer

Mayflower Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.