Client Service Associate
Client Service Associate
sdl search partnersWest Newton, MA
3 days ago
Personal Financial AdvisorsBrokerage ClerksSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Apply for this role →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 / Power Point Ability to work in an entrepreneurial atmosphere Ability to communicate effectively and to establish relationships
Also on the board Same function, level within a rung
Level
Junior
Location
West Newton, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago