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Client Relationship Specialist

2 months ago

Woburn, Massachusetts, United States Onyx Staffing Full time

Company Overview

Onyx Staffing represents a progressive and expanding wealth management organization committed to delivering customized financial planning and investment management solutions. Their goal is to assist clients in reaching their financial aspirations through comprehensive and personalized strategies.

They set themselves apart by adhering to a fiduciary standard, ensuring that investment recommendations align with the best interests of their clients. Their collaborative approach involves working closely with a network of professionals, such as CPAs and attorneys, to enhance the client experience and facilitate the achievement of both personal and financial objectives. Core values include integrity, innovation, and a client-focused service ethos.

Position Overview

This full-time position for a Registered Client Associate involves a variety of responsibilities related to client services, finance, sales, and communication. The selected candidate will assist financial advisors in addressing client inquiries, nurturing client relationships, analyzing financial information, and supporting sales initiatives.

Key Qualifications

  • Client Services: Proven experience in managing client relationships and addressing inquiries within the Financial Advisory, Wealth Management, or Investment Management sectors.
  • Communication: Exceptional verbal and written communication abilities.
  • Sales Support: Capability to assist in sales efforts and engage effectively with clients.
  • Organizational Skills: Strong organizational and time management capabilities.
  • Attention to Detail: High level of accuracy and attention to detail.
  • Licensing: Possession of Series 7 and Series 66 licenses (or willingness to obtain).
  • Education: Bachelor's degree required.
  • Experience: Previous experience in the financial services sector is advantageous.