Client Services Associate

Salary :

$58,000 - 65,000 yearly

Company : Sentinel Group

Job Type : Full Time

Wakefield, Ma

Job Description - Client Services Associate

Location Note: This is a hybrid role for our Wakefield, MA office.

The Purpose of Your Role: This is an entry level position to develop into a full time financial planning role. This role will start out learning various departments at Sentinel and assisting a team of Financial Planners, Para Planners, Operations and Client Relationship Managers.

This role will allow you the opportunity to cultivate your own sales approach before moving into a quota carrying sales position in the organization.

This is an exciting and educational opportunity for someone who is looking to start a sales career in financial services.

What you'll bring to Sentinel:

Exceptional prioritization, written and verbal communication skills to manage multiple types of client and team requests, working effectively in a team based environment
Collaboration with multiple teams across the Wealth Management unit
Strategies to support new efficiency measures

What you’ll be responsible for:

Knowledge of Excel, Powerpoint, eMoney, Salesforce, Orion, and various custodial platforms.
Support a team of financial planners with arranging participant education with plan sponsors – onsite or virtual.
Maintain and update charts/graphs in presentations
Work on operational/planner projects as needed
Collaborate with financial planners, compliance, and marketing on presentation & marketing needs
Act as a Financial Wellness Educator (once licensed when needed) (May require travel)
Prepare client paperwork.
Assist the Operations Team with Occasional Requests during audits

About you: We are looking for a natural leader and innovative thinker to drive our business forward-- someone with an entrepreneurial spirit, customer focus, drive, determination and the strength of character to challenge the status quo. Flexibility, mobility, and the willingness to embrace change are vital too, as you begin your career in financial services at Sentinel.

What you need to have:
Preferred qualifications:

Bachelor’s degree in business or related field
Ability to obtain Series 65, and Life Accident and Health licenses within 60 days of hire
Ability to obtain CFP®
Excellent communication skills
Outstanding organizational skills
Salary Range: $58,000-$65,000

At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live.

What you’ll be part of:
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.

Sentinel was recognized by The Boston Globe as a Top Place to Work in 2020, 2023, and 2025. The firm also earned the Top Workplaces USA Award from Energage through 2021-2026.

At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.

Some of our Benefits:

PTO (vacation, sick, personal time bank)
FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
12 Paid Holidays (10 stated and 2 floating holidays)
2 Community Volunteer Days
5 Summer Half Days
Medical, Dental, Vision
Life Insurance
LTD & STD
Retirement Plan with 4% Employer Match
Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.

Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

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Client Services Associate

Job Description - Client Services Associate

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