Wealth Management Client Services Specialist

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

Benefits offered by this job

Comprehensive employee benefits

Professional development opportunities

Dynamic work environment

Job summary

A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and preparing financial documentation. The ideal candidate should have active Series licenses, strong organizational skills, and four years of industry experience. This role offers professional development opportunities and is integral to client-focused service delivery within a supportive environment.

Qualifications

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Detail-oriented with superior organizational skills and ability to prioritize tasks.
• Exceptional writing, interpersonal, and client service skills.

Responsibilities

• Cultivate relationships through active communication with clients.
• Prepare financial plans, client reports, and other materials for meetings.
• Onboard and maintain client accounts, processing requests and transactions.

Skills

Strong industry knowledge

Client service skills

Organizational skills

Team collaboration

Detail oriented

Goal oriented

Microsoft Office proficiency

Education

High School Diploma/Equivalency

College degree preferred

Four or more years of industry experience

Job description

A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and preparing financial documentation. The ideal candidate should have active Series licenses, strong organizational skills, and four years of industry experience. This role offers professional development opportunities and is integral to client-focused service delivery within a supportive environment.