Salary: $60K+ DOE

Industry: Financial Services

What Matters Most:

  • 1+ years of experience as a client service associate in the wealth management space
  • Series 65 preferred
  • Bachelor’s degree preferred

Your New Role:
Are you incredibly organized with a passion for financial services and experience working on high-profile investment teams? We’re always seeking qualified professionals for Client Service Associate roles that require accuracy, attention to detail, and an aptitude to learn all facets of the investment business.

As a Client Service Associate, you’ll utilize your client-facing experience to foster strong relationships, develop successful workflows, and assist with administrative tasks. Success will follow your understanding of compliance issues and the ability to work collaboratively with leadership to meet requirements and help maintain the integrity of client data.

You’ll be relied on to assist clients with IRA distributions, provide tax information, satisfy money movement requests, and prepare account paperwork for new and existing clients. This role could be a great next step in your career, as you can expect to learn from a dynamic team and grow your expertise in all things investing and finance.

Your New Organization:
We work with many growing, innovative investment firms that offer high-touch client service — and they’re always looking to meet the greatest new talent in the industry!

You can expect collaborative team environments with benefits such as PTO, extensive medical coverage, disability and life insurance, and 401(k) plus match.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for these 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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