Customer Relationship Associate-Wealth Management
Profile Summary:
As an entry-level Customer Relationship Associate, you serve as the initial point of contact for retail customers, managing inbound call volume and providing outstanding customer service. This role is the foundation for your career in wealth management, offering hands-on experience with brokerage account trading and servicing. Start date is as early as January 2026 with additional opportunities after May 2026. This is a five-day per week in-office position in our Boston, MA office located on the Seaport.
You will be required to obtain FINRA licenses:
You will spend the first month(s) preparing to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, 63 and 65/66 licenses. If candidate does not have Series 63 or 7, they will have 90 days to obtain the licenses. If the candidate further does not have Series 65/66, they will have an additional 9 months to gain that license.
Profile Description:
Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls/day and support for all client service execution for the Investor Channel team)
Assist with account set-up, documentation and basic transactions
Support advisors with scheduling and follow-ups
Learn financial services basics and begin licensing preparation
Other duties as assigned
Knowledge & Experience:
Bachelor’s degree in finance or related business field is preferred and considered in lieu of experience.
1-3 years of Financial services or related experience in lieu of Bachelor's degree.
CRPC designation will be expected to be garnered within 12 – 24 months from start date.
Identified representative will show strong commitment to the client relationship experience, a working knowledge of retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding client experience with every client interaction.
Willingness to share their best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected
Excellent communication skills.
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