Client Service Associate
sdl search partnersTallahassee, FL
Client Service Associate
sdl search partnersTallahassee, FL
2 days ago
Occupations
Personal Financial AdvisorsBrokerage ClerksSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout 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
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JOB OVERVIEW
Experience level
Junior
Location
Tallahassee, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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