Wealth Client Services Associate

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

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Collaborative work environment

Job summary

A leading financial services firm in Boston is seeking a PWM Client Service Associate to enhance client relationships and provide support to Financial Advisors. This role includes onboarding clients, managing requests, and aiding marketing strategies. Candidates should have a high school diploma, strong computer skills, and excellent interpersonal abilities. The position offers a competitive salary and comprehensive benefits.

Qualifications

• High School Diploma or equivalent required, college degree preferred.
• Willingness to obtain relevant financial licenses (Series 7, 66, 63, 65).
• Industry experience is a plus.

Responsibilities

• Cultivate relationships with clients through active communication.
• Assist with onboarding and maintaining client accounts.
• Support marketing strategies and administrative tasks.

Skills

Strong computer skills

Exceptional writing skills

Interpersonal skills

Detail oriented

Team player

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

A leading financial services firm in Boston is seeking a PWM Client Service Associate to enhance client relationships and provide support to Financial Advisors. This role includes onboarding clients, managing requests, and aiding marketing strategies. Candidates should have a high school diploma, strong computer skills, and excellent interpersonal abilities. The position offers a competitive salary and comprehensive benefits.