Client Service Associate - growth stage RIA!

SDL Search Partners; Boston (MA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

SDL Search Partners in Boston, MA seeks a Client Service Associate for a hybrid downtown role. You will support Financial Advisors and engage with external clients to deliver high-quality service.

Ideal candidates have 1–3 years in wealth management or client services and strong communication skills. This position offers growth within a growth-stage RIA environment and exposure to senior leadership.

Qualifications

• Bachelor’s 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.

Responsibilities

• Interact with external clients and provide high-level service and engagement.
• Perform operational and administrative tasks in support of Financial Advisors' clients.
• Partner with Financial Advisors and Senior leaders to fully service clients.
• Develop and maintain clients' onboarding process.
• Monitor client management system and keep information up to date.
• Interact with custodial partners to facilitate client needs.
• Support Managing Director with ad-hoc projects as needed.

Skills

Communication skills

Client-services mentality

Education

Bachelor’s degree in Finance, Economics, or related field

Job description

Client Service Associate - growth stage RIA!

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:

• Bachelor’s 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