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At One Charles Private Wealth, we incorporate your unique circumstances and aspirations into your financial plan. We believe that your finances are connected to your whole life and tailor our services to reflect this philosophy. Our expertise extends to wealth structuring, estate planning, and insurance. By delivering proactive, customized advice and excellent service, we strive to protect and grow your wealth. Our collaborative approach ensures that your financial plan is continually updated and adapted to your life's changes. At One Charles, personalized service is a hallmark, you will be expected to build rapport with clients, anticipate their needs, and resolve issues efficiently.
Role Description
The Client Service Associate serves as a liaison between clients, financial advisors, and operational teams within the firm. The primary focus is to provide administrative and operational support to advisors while delivering high-quality service to clients. Responsibilities include managing client onboarding processes, such as opening and maintaining accounts, processing paperwork, and ensuring compliance with regulatory requirements. You will be tasked with handling client inquiries—ranging from account updates to investment-related questions—via phone, email, or in-person interactions, ensuring timely and professional responses.
The CSA role at One Charles will be a vital team member who enhances client satisfaction and allows advisors to focus on strategic planning and investment management by handling administrative and service-oriented tasks with precision and care.
Qualifications
* 2+ years in wealth management or related industry
* Series 65/Series 66 license or ability to obtain license within 90 days required
* Strong problem-solving skills and attention to detail
* Ability to work in a collaborative and fast-paced environment
* Bachelor's degree in Finance, Accounting, Business Administration, or related field
Full benefits.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
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