Senior Wealth Management Client Services Lead

PowerToFly; Boston (MA); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Attractive compensation packages

Opportunities for career advancement

Job summary

A leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The successful candidate will perform various duties including enhancing client relationships, assisting in marketing strategies, and leveraging strong interpersonal skills for a quality client experience. A background in financial services and proficiency in MS Excel are essential for this role.

Qualifications

• Experience in financial services or related fields.
• Ability to handle multiple tasks effectively.
• Participation in client meetings is a plus.

Responsibilities

• Provide coverage for Financial Advisors and Private Wealth Advisors.
• Enhance client relationships through exceptional service.
• Assist in executing digital and in-person marketing strategies.

Skills

Strong leadership skills

Knowledge of financial services products

Technically proficient in MS Office

Detail oriented

Exceptional interpersonal skills

Strong time management skills

Ability to collaborate effectively

Tools

MS Excel

Job description

A leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The successful candidate will perform various duties including enhancing client relationships, assisting in marketing strategies, and leveraging strong interpersonal skills for a quality client experience. A background in financial services and proficiency in MS Excel are essential for this role.