Client Service Associate

SDL Search Partners; Boston (MA); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial services experience and a Bachelor's degree in Finance or a related field. Key responsibilities include client interactions, supporting Financial Advisors, and managing client onboarding processes. This position offers a hybrid work model and the opportunity to develop skills in a dynamic environment focused on client service and wealth management.

Qualifications

• 1-3 years of financial services experience.
• Experience in wealth management, brokerage firms, or retail banking.
• Excellent communication skills and client-services mentality.

Responsibilities

• Interact with external clients and provide a high level of service.
• Perform operational and administrative tasks in support of Financial Advisors.
• Partner internally with Financial Advisors and Senior leadership.
• Develop and maintain clients' onboarding process.
• Monitor client management system and update information.
• Interact with custodial partners to facilitate client needs.
• Support Managing Director with ad-hoc projects.

Skills

Client engagement

Communication skills

Operational support

Onboarding process development

Education

Bachelor's degree in Finance, Economics, or a related field

Job description

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