Elite Client Services Associate for Wealth Advisory Support

PowerToFly; Wellesley (MA); On-site; USD 31,200 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for advancement

Supportive work environment

Job summary

A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal candidates possess strong organizational and interpersonal skills. The position offers competitive compensation with potential bonuses and comprehensive benefits. An opportunity to advance in a dynamic and inclusive work environment is also provided.

Qualifications

• High School Diploma/Equivalency.
• Willingness to obtain required series licenses.
• Detail oriented with superior organizational skills.

Responsibilities

• Provide service coverage for FA/PWA/team.
• Support client relationship building.
• Assist with digital tools education.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Interpersonal skills

Strong time management skills

Collaborative team player

Adaptability to fast-paced environment

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Willingness to obtain Series 7 and Series 66

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal candidates possess strong organizational and interpersonal skills. The position offers competitive compensation with potential bonuses and comprehensive benefits. An opportunity to advance in a dynamic and inclusive work environment is also provided.