New England Legal Search · 6 days ago
Client Service Advisor (CSA)/Financial Services
Massachusetts, United States
Full-time
Onsite
Entry, Mid Level
2+ years expNew England Legal Search is seeking qualified candidates for the role of Client Service Advisor. The CSA will be responsible for delivering superior service to high-net-worth clients, managing cash needs, coordinating custodial paperwork, processing transactions, and assisting with trust and estate matters.
Staffing & Recruiting
Hiring Manager
Lauren Patrizio
Responsibilities
Delivering superior service to high-net-worth clients by managing cash needs
Coordinating custodial paperwork
Processing transactions
Assisting with trust and estate matters
Supporting relationship managers and portfolio managers, ensuring that client needs are proactively met with accuracy, discretion, and professionalism
Qualification
Required
Bachelor's degree in finance, accounting or business
2 – 5 years of experience in client service, wealth management, or financial services
Strong knowledge of trust administration, estate planning, and investment account operations
Company
New England Legal Search
New England Legal Search is the oldest and premier permanent attorney search firm in the New England region.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase