Registered Client Services Associate

Wealth Management Firm Seeking Registered Client Service Associate

Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued. Ideal candidate will bring 2+ years of experience in a similar role, FINRA Series 7 and ideally Series 66 (63 / 65). Please reach out to Thatiane Abrantes for more details. Thank you!

Requirements :

• Minimum of 2 years of experience in a client service or administrative role within financial services.
• Active Series 7 license, with Series 66 or Series 63 / 65 preferred.
• Strong organizational skills and attention to detail, especially in managing client accounts.
• Excellent interpersonal communication abilities, both verbal and written.
• Proven ability to work collaboratively in a team-focused environment.
• Familiarity with wealth management or private wealth processes is highly advantageous.
• Demonstrated initiative for personal and detail-oriented growth.
• Proficiency in customer support and client relationship management.