What are the responsibilities and job description for the Client Service Associate position at SDL Search Partners?
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 transfers
- Assist with any distributions / checks / wire transfers
- Assist with file coordination for quarterly administrative and investment reviews
- Ad hoc projects when required
Qualifications :
