Client Service Associate

Ballentine Partners is a leading independent wealth management firm looking for a Client Service Associate to support clients' financial operations requirements.

Requirements

• Support onboarding of new clients, including opening of new accounts
• Execute cash and asset transfers
• Monitor and forward alerts regarding overdrafts and other issues
• Maintain client accounts in good order and update client information as needed
• Collect and file account statements and year-end tax information
• Comply with regulatory and internal process requirements
• Perform special projects and other duties as needed

Benefits

• Dental
• Vision
• Short term disability
• Long term disability
• Life insurance
• Medical insurance
• Vacation time
• Unlimited personal sick time
• Paid family sick leave
• Paid parental leave
• Sabbaticals
• Community time off