Boston Staffing Partners · 14 hours ago
Client Service Associate
Boston, MA
Full-time
Onsite
Entry Level
1+ years expBoston Staffing Partners is seeking a Client Service Associate who will play a key role in the daily operations of a wealth management practice. The CSA will serve as the primary point of contact for clients, manage administrative tasks, and support Financial Advisors in delivering financial planning and investment management services.
Staffing & Recruiting
Responsibilities
Serve as a primary point of contact for clients
Manage administrative tasks
Support Financial Advisors in delivering comprehensive financial planning and investment management services
Qualification
Required
A Bachelor's degree is required, with a focus on Finance, Business, or Accounting preferred
Proficiency in Microsoft Office (Word, Excel, PowerPoint) is required
Willingness to obtain industry licenses such as the Series 7, Series 66 (or Series 63 and 65)
Preferred
One to three years of experience in an administrative or client service role within the financial services industry is strongly preferred
Experience with CRM software (e.g., Salesforce), financial planning software, and portfolio analysis systems is a plus
Company
Boston Staffing Partners
BSP is a boutique staffing firm that specializes in permanent & temporary recruitment solutions with offices located in Boston, MA BSP provides recruitment expertise in Financial Services, Accounting & Finance, Human Resources & Administrative Services for the greater Boston area and beyond.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase