Client Service Associate

Established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles.

This role sits in the downtown Boston office and will have a hybrid schedule. Excellent opportunity to learn from high-performing team and advance your career in the wealth management sector.

Responsibilities:

Interact with firms' external clients and provide a high level of service and engagement
Perform operational and administrative tasks in support of Financial Advisors' portfolio of clients
Partner internally with Financial Advisors and Senior leadership to fully service clients
Develop and maintain clients' onboarding process
Monitor client management system, keep up to date with current information
Interact with custodial partners to facilitate client needs
Support Managing Director with ad-hoc projects as needed

Qualifications:

Bachelor’s degree in Finance, Economics, or a related field
1-3 years of financial services experience
Experience in wealth management, brokerage firms, or retail banking is ideal
Excellent communication skills and client-services mentality

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Client Services Associate