Administrative Skills, Brokerage, Communication Skills, Customer Support/Service, Develop and Maintain Customers, Economics, Finance, Financial Services, Investment Services, Leadership, Onboarding, Retail Banking, Sales Management, Wealth Management
Client Service Associate
Boston, Massachusetts, United States
About the Job
An 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:
- Bachelors 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