SDL Search Partners

Client Service Associate

SDL Search Partners  •  Newton, MA (Onsite)  •  2 months ago
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Job Description

Client Service Associate

Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business.

If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here!

Responsibilities:

  • Work directly with the clients on Financial Planning as well as cash flow planning for retirement
  • Assist clients with their accounts, including maintenance and creation of new accounts
  • Manage and validate accounts transfers
  • Assist with any distributions / checks / wire transfers
  • Assist with file coordination for quarterly administrative and investment reviews
  • Ad hoc projects when required

Qualifications:

  • Series 7 / 63 / 66, SIE highly preferred
  • 1-3 years of experience in Wealth Management as either a CSA or comparable role
  • Experience with Word / Excel / PowerPoint
  • Ability to work in an entrepreneurial atmosphere
  • Ability to communicate effectively and to establish relationships
SDL Search Partners

About SDL Search Partners

SDL Search Partners is a woman-owned search firm that puts values and relationship first. Our team has over 30 years of combined accounting & finance recruiting experience, a deep network, and a "quality-over-quantity" approach. At SDL, we are partners for the long-term, so what you can expect is a relationship that prioritizes transparency, integrity, and ultimately, finding you the right person to join your team or the right next step in your career.

Areas of focus:

• Accounting, Finance, Audit, Tax & Analytics

Examples of positions we support:

• Every position in the org chart from Staff Accountant / Senior Accountant up to Controller / CFO

• Financial Analyst, Finance Manager / FP&A Manager to VP of Finance

• Treasury, Internal Controls, Audit, Tax, M&A

• Public Accounting, Transaction Services, Advisory

• Technical Accounting, SEC Accounting, Financial Reporting

• Operational Accounting including Accounts Payable, Accounts Receivable, Payroll

• Sales Operations, Deal Desk, Pricing Manager, Data Analyst

• Investment Accounting, Fund Accounting, Operations Analyst, Client Service Specialist

A few of the industries we specialize in:

Technology, SaaS; Pharmaceuticals, Biotech, Life Sciences, Healthcare; Financial Services, Private Equity, Asset Management; Real Estate; Manufacturing; Energy, CleanTech; Higher Education, and more

If you are a company looking to hire, or a candidate looking to explore the job market, we are excited to partner with you.

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Boston, MA
Year Founded
Unknown
Website
sdlsearch.com
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