Client Service Associate
On-siteNewton, Massachusetts, United States
Newton, Massachusetts, United StatesOn-siteFull TimeEntry LevelStartup
Full TimeEntry LevelStartup
Job Summary
Conduct financial planning and cash flow planning for retirement with clients. Assist clients with account maintenance, creation of new accounts, and manage and validate account transfers. Process distributions, checks, and wire transfers while coordinating files for quarterly administrative and investment reviews. Execute ad hoc projects when required. This role supports the Wealth Advisory group at a Greater Boston-based firm, offering a launchpad for those obtaining Series 7, 66, or SIE licenses to grow in wealth management.
Required Qualifications
- 1-3 years of experience in Wealth Management as either a CSA or comparable role
- Ability to communicate effectively and to establish relationships
Desired Qualifications
- Series 7 / 63 / 66, SIE highly preferred
- Experience with Word / Excel / PowerPoint
- Ability to work in an entrepreneurial atmosphere
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