Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business.
If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here!
Responsibilities:
Work directly with the clients on Financial Planning as well as cash flow planning for retirement
Assist clients with their accounts, including maintenance and creation of new accounts
Manage and validate accounts transfers
Assist with any distributions / checks / wire transfers
Assist with file coordination for quarterly administrative and investment reviews
Ad hoc projects when required
Qualifications:
Series 7 / 63 / 66, SIE highly preferred
1-3 years of experience in Wealth Management as either a CSA or comparable role
Experience with Word / Excel / PowerPoint
Ability to work in an entrepreneurial atmosphere
Ability to communicate effectively and to establish relationships
Numbers & Facts
Location
Newton, Massachusetts
Skills
Administrative Skillsunmatched
Cash Flowunmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Entrepreneurshipunmatched
Financial Planningunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Retirement Planningunmatched
Series 7unmatched
Wealth Managementunmatched
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