Client Service Associate

2 weeks ago

Boston, United States SDL Search Partners Full time

Overview Established regional wealth management and investment services firm is looking to bring on a CSA to their team. The role is located in downtown Boston with a hybrid schedule. Ideal candidates will have 1+ years experience in wealth management or client support roles. Responsibilities Interact with firms' external clients and provide a high level of service and engagement Perform operational and administrative tasks in support of Financial Advisors' portfolio of clients Partner internally with Financial Advisors and Senior leadership to fully service clients Develop and maintain clients' onboarding process Monitor client management system, keep up to date with current information Interact with custodial partners to facilitate client needs Support Managing Director with ad-hoc projects as needed Qualifications Bachelors degree in Finance, Economics, or a related field 1-3 years of financial services experience Experience in wealth management, brokerage firms, or retail banking is ideal Excellent communication skills and client-services mentality Seniority level Associate Employment type Full-time Job function Finance #J-18808-Ljbffr

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