Client Service Assistant - Grandview Partners

Kestra Financial Independent Advisor
Westwood, MA

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

Requirements

  • 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

Benefits

  • Retirement Plan (401k)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Training & Development
  • Wellness Resources
Posted 2026-01-21

Recommended Jobs

Controller (Fall River)

Jobot
Fall River, MA

Reputable Firm | High Salary | Fully Remote This Jobot Job is hosted by: Luke Moussalli Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $9…

View Details
Posted 2026-03-11

Campaign Manager (Political)

Committee to Elect Tom Hopcroft
Somerville, MA

Tom Hopcroft for State Senate is seeking a Campaign Manager to lead our effort to win the Second Middlesex District in the 2026 Democratic primary. This is an exciting opportunity to help elect a can…

View Details
Posted 2026-03-11

Embedded Hardware Engineer

Formlabs
Boston, MA

To reinvent an industry, you have to build the best team. Join Formlabs if you want to bring groundbreaking professional 3D printers to the desktop of every designer, engineer, researcher, and artist…

View Details
Posted 2026-02-10

Banquet Server

The Inn on Boltwood
Amherst, MA

We’re more than just a team - we’re a community dedicated to making a difference every day. At Olympia Hospitality, we create a fun, supportive environment where growth never stops, and success is c…

View Details
Posted 2025-08-28

Medical Laboratory Specialist

U.S. Army
Brockton, MA

MEDICAL LABORATORY SPECIALIST Overview: As a Medical Laboratory Specialist, you'll have the important responsibility of caring for and aiding in the diagnosis and treatment of the Soldiers. You’l…

View Details
Posted 2025-08-12

Substitute Teacher (As-needed/On-Call) - Newton, MA

JCC Greater Boston
Newton, MA

JCC Greater Boston, a nonprofit organization committed to creating a vibrant and inclusive community, is seeking a Substitute Teacher (As-Needed/On-Call) to join our team. Work and schedule will vary…

View Details
Posted 2026-01-15

PHP Web Developer

Comsol Inc.
Burlington, MA

COMSOL, Inc. is seeking a PHP web developer to join our Web team onsite in Burlington, MA. Job Description Our team is responsible for maintaining the code of the COMSOL website and global intranet…

View Details
Posted 2026-02-21

Communications Program Manager, Data & AI (Boston or Webster, Hybrid)

MAPFRE
Massachusetts

Communications Program Manager, Data & AI (Boston or Webster, Hybrid) Date: Mar 4, 2026 Location: Webster or Boston (Hybrid), MA, US Company: MAPFRE The Communications & Progr…

View Details
Posted 2026-03-09