Client Service Associate

Job Description

Job Description

ABOUT MAYFLOWER ADVISORS
Mayflower Advisors is an independent Registered Investment Advisor in downtown Boston, helping clients preserve and grow their wealth for three generations. Our team of 15+ Wealth Managers, backed by a dedicated operations and service team, works with individuals and families, corporate and nonprofit retirement plan sponsors, and endowments and foundations. Our services cover investments, retirement planning, charitable giving, and estate planning.

Our motto is "Invested in You," and that applies to our clients and our people. We build lifelong relationships grounded in excellence, honesty, and integrity, and that starts with the team behind the scenes.

ABOUT THE ROLE
The Client Service Associate is a key part of the team that keeps our client experience running smoothly. You'll partner with our Client Relationship Manager and Wealth Managers to handle every client request accurately and promptly, so each client feels known, informed, and well cared for. If you're a wealth management professional who takes pride in getting details right and enjoys being the person clients and advisors rely on, this role is for you.

WHAT YOU'LL DO

• Provide high-touch service and administrative support to advisors' clients and the Client Relationship Manager, including problem resolution, research, and client inquiries
• Communicate promptly and follow through consistently, giving every client a white-glove experience
• Prepare for client meetings by building review books and handouts, coordinating schedules, and arranging refreshments or lunch
• Own client requests from start to finish: asset and balance transfers, new account openings, documentation requests, paperwork processing, RMDs, and other operational tasks
• Document all client activity accurately in our CRM system
• Build working relationships with third-party custodians to obtain client information as needed
• Attend client reviews with Wealth Managers in a support role and take ownership of follow-up items
• Participate in staff meetings and ongoing training
• Take on other responsibilities as assigned

WHAT YOU BRING

• Bachelor's degree required, preferably in Finance
• 3+ years of experience in wealth management or the retirement sector
• Series 7 and 66 (or 63 and 65) preferred
• A genuine client-first mindset and a polished, professional presence
• Resourceful, independent problem-solving skills
• Sharp attention to detail and a commitment to accuracy
• Ability to manage multiple priorities while staying flexible and self-motivated
• Strong time management
• Excellent written English, with strong editing, grammar, and presentation skills
• Proficiency with DocuSign and Microsoft Office Suite

WHERE YOU'LL WORK
This is an in-office role at our Franklin Street office in Boston. You'll work in person each day with colleagues, clients, vendors, and custodial partners, and by phone as well. The position reports to the Managing Partner, with day-to-day guidance from the Senior Client Relationship Manager. The work is primarily desk-based, using a computer and phone for most of the day.

EQUAL OPPORTUNITY
Mayflower Advisors is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic. We provide reasonable accommodations to qualified individuals with disabilities.