Client Service Associate
sdl search partnersTallahassee (FL)
About the role
About the job Client Service Associate Client Service Associate 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 transfersAssist with any distributions / checks / wire transfersAssist 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 / PowerPointAbility to work in an entrepreneurial atmosphere
- Ability to communicate effectively and to establish relationships
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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