Client Service Associate

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