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Client Service Assistant Jobs in Quincy, MA (NOW HIRING)

Grandview Partners

Client Service Assistant

Westwood, MA · On-site

$16.75 - $22.25/hr

... client service requests, and fulfilling administrative tasks. Principal Responsibilities • Assist in gathering and preparing paperwork for clients' as it relates to, opening new accounts, asset ...

Banfield

Client Service Representative

Holliston, MA · On-site

$16.50 - $22.50/hr

... service. * Assist outgoing clients by providing all necessary instructions, information and ... Client Service Skills * Priority Setting * Time Management * Capabilities and Experience (can do)

Banfield

Client Service Coordinator

Attleboro, MA · On-site

$16.93 - $21.63/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...

Banfield

Client Service Coordinator

Holliston, MA · On-site

$16.93 - $21.63/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...

Banfield

Client Service Coordinator

Boston, MA · On-site

$16.93 - $21.63/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...

Banfield

Client Service Coordinator

Westwood, MA · On-site

$16.93 - $21.63/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...

Banfield

Client Service Coordinator

Newton, MA · On-site

$16.93 - $21.63/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...

Banfield

Client Service Coordinator

Framingham, MA · On-site

$16.93 - $21.63/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...

Banfield

Client Service Coordinator

North Attleboro, MA · On-site

$16.93 - $21.63/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... services Assist incoming clients by completing the required documentation, entering all pet ...

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Client Service Assistant information

See Quincy, MA salary details

$8

$17

$26

How much do client service assistant jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client service assistant in Quincy, MA is $17.81, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.24 per hour, depending on experience, location, and employer.

What are the most commonly searched types of Client Service jobs in Quincy, MA?

The most popular types of Client Service jobs in Quincy, MA are:

What cities near Quincy, MA are hiring for Client Service Assistant jobs?

Cities near Quincy, MA with the most Client Service Assistant job openings:

Client Service Assistant jobs near you
Infographic showing various Client Service Assistant job openings in Quincy, MA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $37,037 per year, or $17.8 per hour.

Client Service Assistant

Grandview Partners

Westwood, MA • On-site

$16.75 - $22.25/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Summary of responsibilities

This position provides ongoing administrative support to advisors and staff in a close-knit financial planning firm. This role is responsible for assisting with daily operational needs of the company, gathering, preparing, and filing paperwork, assisting staff with ongoing client service requests, and fulfilling administrative tasks.


Principal Responsibilities

• Assist in gathering and preparing paperwork for clients’ as it relates to, opening new accounts, asset

movement changes, administrative updates, account registration changes, etc.

• Organizing and overseeing various tech platforms including CRM systems and financial planning programs

• Assist with RMD’s, estate settlements, inherited accounts, transfers, and distributions

• Handle administrative duties of directly held accounts; ex: stock held at Computershare, Annuities, 529

Accounts

• Track pending business paperwork; update tasks in Wealthbox to keep status current for team to view

• Assist in answering phone calls when needed and transferring to team members

• Comfortable making outbound phone calls to complete client requests as needed

• Handle advisor needs proactively

• Assist with weekly marketing newsletter, blast e-mails, marketing efforts, and social media accounts

• Responsible for understanding firm policies, procedures and technology capabilities

• Prepare conference room in advance for client meetings when needed

• Use AdvisorComplete, Wealthscape, AdvisorEnterprise and other platforms to access various Kestra

resources, forms, reports, and work items.

• Regularly review Kestra news items, technology updates, and e-mail communications; report pertinent information back to supervisor


Required knowledge/skills/competencies

• Minimum of one to three years’ experience in financial services preferred

• Bachelor’s degree required

• Ability to fill out forms exactly for accurate completion and successful processing by home office

• Demonstrates the ability to follow directions consistently

• Extremely detail oriented with the ability to perform repetitive tasks on a regular basis

• Demonstrates ability to multi-task

• Team oriented mentality

• Superior organizational skills

• Experience with electronic signing platforms, ex: DocuSign, a plus

• Proficiency in MS Office Suite (e.g., Word, Outlook, and Excel)

• Familiar with various AI platforms and financial tech that can be integrated into day-to-day operations

Apply