Grimes & Company · 16 hours ago
Client Service Manager
Westborough, MA
Full-time
Hybrid
Mid Level
$65K/yr - $70K/yrGrimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts. They are looking to add a Client Service Manager to support the onboarding and servicing operations of new and existing clients.
BankingFinancial ServicesInsurance
Responsibilities
Serve as the first point of contact for client requests
Respond to and manage client inquiries regarding their account(s) with factual information. Troubleshoot and research any account issues that arise
Communicate with clients at a high level in a clear, courteous and responsive manner through email, phone and mail
Input prospect, client, and account information into the firm’s CRM accurately by following the firm’s established procedures
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
Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed
Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with client once funds are received
Accurately prepare, on a timely basis, client account summary packets for upcoming WM/client meetings
Establish follow ups on activities as necessary and act promptly on these and any other assigned follow up items
Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans
Manage the day-to-day and cycle workflow for Wealth Manager’s clients
Maintain and manage client appointments in calendar for Wealth Manager/Financial Advisor
Provide recommendations for process improvements
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
Qualification
Required
Previous experience in Investment Management, Finance or related industry required
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 use information from different sources and synthesize that information to accomplish tasks
Successful completion of a background and credit check
Preferred
Bachelor's degree in accounting, finance, economics, or related field is preferred but not required
Knowledge of Salesforce Financial Services Cloud, Docusign, Laserfiche, and/or Orion Advisor Services is preferred but not required
Benefits
401(k) retirement plan
Health insurance
Dental insurance
Vision insurance
Flexible spending accounts
Health savings account
Life insurance
Disability insurance
Employee assistance program
Paid time off
Parental leave
Flexible hybrid work schedule
Company
Grimes & Company
Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country.
Founded in 1985
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Rise Growth Partners
2025-02-19Private Equity
Leadership Team
Kevin Grimes
President | Chief Investment Officer
Company data provided by crunchbase