Client Service Associate

Overview

Established regional wealth management and investment services firm is looking to bring on a CSA to their team. The role is located in downtown Boston with a hybrid schedule. Ideal candidates will have 1+ years experience in wealth management or client support roles.

Responsibilities

• Interact with firms' external clients and provide a high level of service and engagement
• Perform operational and administrative tasks in support of Financial Advisors' portfolio of clients
• Partner internally with Financial Advisors and Senior leadership to fully service clients
• Develop and maintain clients' onboarding process
• Monitor client management system, keep up to date with current information
• Interact with custodial partners to facilitate client needs
• Support Managing Director with ad-hoc projects as needed

Qualifications

Seniority level

Employment type

Job function

#J-18808-Ljbffr