Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Client Service Associate to join our energetic team. Crestwood Advisors is an independent, fee-only RIA with offices in Boston, MA & Fairfield County, CT that provides HNW clients with comprehensive wealth & investment management solutions.
Opportunity exists in the Boston location.
This new position has been created to meet the demands of our growing business and we are seeking a motivated, dynamic, and highly organized individual at least 3-5 years of relevant client service experience to be a part of our team. The ideal candidate for this position enjoys providing superior client service and enjoys working as part of a team and is willing to help others if needed. This person enjoys autonomy and being able to create, innovate, and collaborate.
Be the primary onboarding specialist for new wealth management clients
Work with a team of wealth management professionals to provide administrative support in order to meet clients’ day to day service needs
Interact with custodial partners to facilitate client requests
Assist with creation of client meeting packages utilizing client information using various systems resources
Assist as needed with assorted other projects within the wealth management group
Ability to prioritize and manage multiple tasks while maintaining a high level of detail
Strong written and verbal communication skills
Proficiency in MS Word, Excel, and PowerPoint
College degree required
3-5 years of relevant client service experience
Must be a team player
Previous experience working with Fidelity & Schwab as custodians is a plus
Previous experience with Black Diamond a plus but not necessary
We offer an attractive compensation plan including competitive salary, opportunity for bonus and full suite of benefits.