Financial Services Representative
3 weeks ago
Client Service Associate
We are seeking a detail-oriented and proactive professional to join our Private Client Division in Boston, MA.
Key Responsibilities:- Provide administrative support including document creation, editing, and maintenance
- Calendar management and meeting coordination, including logistics
- Database management and client interaction
- Special projects as assigned by senior staff
- Bachelor's degree preferred
- 1-2 years of experience in financial services or fixed income
- Proficiency in MS Office products (Word, Excel, Outlook, PowerPoint)
- Friendly and professional communication with employees and clients at all levels
- FINRA Licenses: Series 7 or SIE preferred
$65,000 - $85,000 per year
Description:The Client Service Associate will be responsible for providing exceptional service to high net worth individuals and families. This includes scheduling meetings, preparing documents, and managing databases.
This is a highly visible role that requires a high level of discretion and professionalism.
Benefits include competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
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