About the job

Company Description

Pension & Wealth Management Advisors (PWMA) is a boutique financial services firm specializing in wealth management, investment advisory, and M&A services. The firm has been ranked by USAToday for two years in a row as one of the top rated independent RIA's in the country, and is searching for an experienced professional to join our team.

With a holistic approach, we create tailored strategies for our clients, considering factors like retirement planning, income needs, risk tolerance, and legacy goals. As a fiduciary and independent advisory firm, we prioritize transparency, trust, and acting in the best interests of our clients. Our experienced team is dedicated to educating and guiding clients through their financial journeys, helping them achieve their goals with confidence. Based on a foundation of integrity and personalized service, we are committed to managing wealth effectively while optimizing returns and mitigating risk.

Role Description

This is a full-time, on-site role for a Senior Client Service Associate located in Waltham, MA. The Senior Client Service Associate will support the wealth and investment advisory team by managing client relationships, addressing inquiries, and ensuring a seamless client experience. Additional responsibilities include assisting with account management, coordinating documentation, preparing financial reports, supporting client onboarding processes, and providing high-quality customer service. The Associate will also liaise with internal teams, ensuring the timely and accurate delivery of client solutions.

Qualifications

Strong Client Services and Customer Support skills, with a proactive and client-focused approach.
Excellent Communication and Customer Service skills to build and maintain professional relationships.
Knowledge and understanding of Finance and investment concepts.
Exceptional organizational skills, attention to detail, and ability to manage multiple tasks effectively.
Experience with CRM systems and proficiency in Microsoft Office Suite.
Prior experience in wealth management, investment advisory, or financial services is highly desirable.
Familiarity with Fidelity Wealthscape & Schwab Institutional platforms a plus.
Bachelor’s degree in a related field is required.
An advanced degree and/or other certifications (CFP, CFA, AIF) are a plus.
Series 65 and/or Series 66 licenses are a plus.

Contact

Please submit your interest and qualifications both on linked in at info@pensionwealth.com.

Pension & Wealth Management Advisors jobs

Senior Client Service Associate- Investment and Wealth Advisory