Veritas Boston Wealth Management - Rockland/Hingham, MA

With over 25 years of wealth management experience, Veritas Boston Wealth Management has built a reputation for delivering sophisticated, personalized solutions to meet diverse client needs. Our focus is on providing comprehensive private wealth management strategies that drive long-term success for our clients. We take pride in fostering a collaborative, professional environment that values excellence, attention to detail, and exceptional client care.

We are seeking a dedicated Client Service Manager to join our team. This position serves as a vital connection between our clients, support staff, and advisors. The ideal candidate will be detail-oriented, proactive, and possess a passion for providing top-tier service. This role includes responsibilities in client support, office management, compliance, and administrative coordination.

Key Responsibilities

Client and Account Management

• Deliver exceptional client service in person, over the phone, and via email.
• Respond to client inquiries promptly and professionally.
• Facilitate account openings, transfers, and routine maintenance tasks.
• Prepare for client meetings, including organizing documentation.
• Track and ensure timely completion of transaction requests.
• Maintain accurate client records in the CRM system.
•  Execute personalized client engagement tasks (e.g., birthday greetings, holiday mailings).

Office Management and Administrative Support

• Oversee office calendars, including scheduling client appointments.
• Support event planning and marketing efforts, ensuring compliance with industry regulations.
• Manage office supplies, vendor relationships, and accounts payable tasks.

What You Bring to the Team

Skills and Competencies

• Exceptional attention to detail and ability to manage multiple tasks efficiently.
• Strong organizational and time management skills in a fast-paced environment.
• Excellent interpersonal and communication skills, both written and verbal.
• Proficiency with technology, including Microsoft Word, Excel, Outlook, CRM tools (e.g., Salesforce) and scheduling applications (e.g. Chili Piper & Calendly).
• A client-focused mindset with a commitment to delivering outstanding service.

Experience and Qualifications

• 3+ years of experience in client service roles, preferably within the financial services industry.
• Familiarity with account management, compliance processes, and wealth management concepts.
• Bachelor’s degree preferred but not required.

What We Offer

• Competitive salary and bonus opportunities.
• Comprehensive benefits package, including medical and dental coverage.
• 401(k) plan with company match.
• Paid vacation and holidays.
• A professional, supportive work environment focused on excellence and collaboration.

This role is ideal for a highly organized, service-oriented professional who thrives in an administrative capacity and values consistency and precision. If you’re passionate about delivering exceptional client care and supporting a dynamic team, we encourage you to apply and become a key member of our organization.