Investment Practice Client Services Associate
Listed on 2026-10-20
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Finance & Banking
Financial Sales, Banking & Finance, Business Administration
Cetera Financial Group, based in Boston, seeks a Sales Assistant to support Financial Professionals by preparing paperwork, handling client transactions, scheduling meetings, and maintaining client relationships. You will work with Registered Representatives to ensure timely, compliant service.
The role requires some licensing (Life/Health; Series 6/7 and/or 66 or 63/65) and prior admin or customer service experience.
The Investment Practice Client Services Associate position in the Management & Operations, Sales field is open for applications.
We appreciate your interest in this position.
Join Cetera Financial Group and contribute to our ongoing work.
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This posting is for the Investment Practice Client Services Associate role at Cetera Financial Group, based in Boston, MA, United States.
We are looking to fill the Investment Practice Client Services Associate position at Cetera Financial Group in Boston, MA, United States.
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