Client Service Associate

6 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 here

Responsibilities:

  • Work directly with the clients on Financial Planning as well as cash flow planning for retirement
  • Assist clients with their accounts, including maintenance and creation of new accounts
  • Manage and validate accounts transfers
  • Assist with any distributions / checks / wire transfers
  • Assist with file coordination for quarterly administrative and investment reviews
  • Ad hoc projects when required
Qualifications:
  • Series 7 / 63 / 66, SIE highly preferred
  • 1-3 years of experience in Wealth Management as either a CSA or comparable role
  • Experience with Word / Excel / PowerPoint
  • Ability to work in an entrepreneurial atmosphere
  • Ability to communicate effectively and to establish relationships


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