SDL Search Partners
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
Bachelor’s degree in Finance, Economics, or a related field 1-3 years of financial services experience Experience in wealth management, brokerage firms, or retail banking is ideal Excellent communication skills and client-services mentality Seniority level
Associate Employment type
Full-time Job function
Finance
#J-18808-Ljbffr
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
Bachelor’s degree in Finance, Economics, or a related field 1-3 years of financial services experience Experience in wealth management, brokerage firms, or retail banking is ideal Excellent communication skills and client-services mentality Seniority level
Associate Employment type
Full-time Job function
Finance
#J-18808-Ljbffr