What are the responsibilities and job description for the Client Services Associate position at SDL Search Partners?
Client Services Associate – Wealth Management Firm (North of Boston)
Our client is a well-established wealth management firm looking to bring on a Client Services Associate to their office. This is a great opportunity for someone who wants to develop on an advisor track while gaining valuable hands-on experience in client service and financial planning.
Highlights :
- A Fantastic Culture – We foster a collaborative, inclusive, and supportive environment where team members feel valued.
- Flexibility & Work-Life Balance – Unlimited PTO, family-friendly policies, and an understanding approach to work schedules.
- Career Growth – We are invested in your development and offer mentorship, training, and exposure to key areas of financial advising.
- Client-Facing & Hands-On – Unlike larger firms, you’ll be directly involved in a variety of tasks, gaining experience beyond traditional client service roles.
Key Responsibilities
Who We’re Looking For
