Client Service Associate

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 / PowerPoint
• Ability to work in an entrepreneurial atmosphere
• Ability to communicate effectively and to establish relationships