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Director of Search 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
* Serve as a primary point of contact for clients, ensuring excellent service and support.
* Assist advisors with client meeting preparation, follow-ups, and financial planning tasks.
* Manage account administration, including paperwork, transfers, and updates.
* Participate in investment research, portfolio reviews, and financial planning discussions.
* Work closely with the team to enhance client experience and operational efficiency.
Who We’re Looking For
* Someone with a passion for financial services and a desire to grow in an advisory role.
* Strong communication and interpersonal skills with a client-first mindset.
* Detail-oriented and organized, with the ability to multitask in a fast-paced environment.
* Experience in wealth management, financial planning, or client service is a plus.
* Progress toward the Series 65 or an interest in obtaining it is highly desirable.
Seniority level
Associate
Employment type
Full-time
Job function
General Business, Finance, and Administrative
Industries
Financial Services and Business Consulting and Services
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