Boly:Welch
Job Number: 15055-1
Salary: $75K-$85K DOE
Industry: Financial Services
What Matters Most:
- 3-5+ years of experience in wealth management/financial services
- Series 7 and Series 66 or Series 65 licenses required
- CFP major plus!
Your New Role: Got a keen eye for detail and a mind for decoding complex data? We’re looking for a dynamic Senior Client Service Associate to join a team of skilled financial advisors at a company that sets the bar high. In this role, you’ll be relied on as a central support for high-profile clients.
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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