Boly:Welch
Job Number: 15055-2
Salary: $50K-$55K DOE
Industry: Financial Services
What Matters Most:
- 1+ years in wealth management
- Degree in Finance or Economics required
Your New Role: Are you eager to join a dynamic financial services team? Do you have an eye for the small details and a mind for decoding complex data and analytics? This Client Services Associate might be for you! In this role, you’ll be a central support for the company’s high-profile clients and skilled financial advisors.
In your day-to-day, you’ll assist clients with transactional paperwork, mail necessary documents, maintain records, and provide phone support for account-related inquiries. Additionally, you’ll index client documentation, execute trades, and perform calculations such as cost basis and annual projects like Required Minimum Distribution (RMD) calculations when needed. These duties collectively contribute to the smooth functioning of client accounts and regulatory compliance.
This position is 100% in-office.
Your New Organization: When it comes to exceptional client service and practical financial solutions, no firm does it better. You’ll join a classic finance environment where clients are a top priority and exceeding expectations is always the goal.
Benefits include PTO; paid holidays; short-term disability; bereavement; FSA; medical, vision, and dental insurance!
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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