Description

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add a Client Service Manager to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For, this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals. 

About the Role

As a Client Service Manager at Grimes & Company, you will support the onboarding and servicing operations of new and existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, and posses a keen sense of prioritization, organization, and urgency. Industry experience is required. 

This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA.

Key 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

Requirements

• Previous experience in Investment Management, Finance or related industry required
• 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.
• 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

Benefits

We offer a comprehensive benefits package including:

• 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

Why Join Us?

• Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways.
• Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized.
• Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.

If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients!