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Client Service Associate

2 months ago

Newton, United States SDL Search Partners Full time

About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply hereResponsibilities:Work directly with the clients on Financial Planning as well as cash flow planning for retirementAssist clients with their accounts, including maintenance and creation of new accountsManage and validate accounts transfersAssist with any distributions / checks / wire transfersAssist with file coordination for quarterly administrative and investment reviewsAd hoc projects when requiredQualifications:Series 7 / 63 / 66, SIE highly preferred1-3 years of experience in Wealth Management as either a CSA or comparable roleExperience with Word / Excel / PowerPointAbility to work in an entrepreneurial atmosphereAbility to communicate effectively and to establish relationships