Job summary
Job post source
This job is directly from One Charles Private Wealth
Job overview
The Client Service Associate at One Charles Private Wealth plays a crucial role in enhancing client satisfaction by providing administrative support to financial advisors and ensuring high-quality service to clients.
Responsibilities and impact
Daily responsibilities include managing client onboarding, processing paperwork, handling inquiries related to accounts and investments, and ensuring compliance with regulatory requirements.
Compensation and benefits
Full benefits are offered, but specific details about salary and other perks are not provided.
Experience and skills
Candidates should have 2+ years of experience in wealth management, proficiency in CRM software, and a Bachelor's degree in a related field, along with strong problem-solving skills and the ability to work collaboratively.
Work environment and culture
The company emphasizes personalized service and a collaborative approach to financial planning, ensuring that client needs are prioritized.
Company information
One Charles Private Wealth specializes in wealth structuring, estate planning, and insurance, focusing on delivering proactive and customized financial advice.
Unique job features
The role allows for significant interaction with clients and financial advisors, enhancing client satisfaction while enabling advisors to focus on strategic tasks.
Company overview
One Charles Private Wealth is a boutique wealth management firm specializing in providing personalized financial planning, investment management, and family office services to high-net-worth individuals, families, and institutions. The company generates revenue through advisory fees based on assets under management and customized financial solutions tailored to clients' unique needs. Founded with a client-centric philosophy, it emphasizes trust, transparency, and long-term relationships. Its expertise spans estate planning, tax strategies, and philanthropic guidance, making it a comprehensive partner for wealth preservation and growth. Understanding its commitment to bespoke service and fiduciary responsibility is crucial for prospective candidates.
How to land this job
Tailor your resume to highlight your experience in wealth management, emphasizing your ability to build rapport with clients and resolve issues efficiently, as these are key aspects of the Client Service Associate role at One Charles Private Wealth.
Focus on showcasing your administrative skills, CRM proficiency, and any relevant licenses or certifications, particularly the Series 65/66, to demonstrate your readiness for the position.
Apply to the Client Service Associate position through multiple channels, including the One Charles Private Wealth corporate site and LinkedIn, to maximize your chances of being noticed.
Network with professionals in the wealth management division at One Charles on LinkedIn, and consider ice breakers such as discussing their approach to client service or asking about their experience with client onboarding processes.
Optimize your resume for ATS systems by incorporating keywords from the job description such as 'client service,' 'wealth management,' and 'administrative support' to ensure your application passes initial screenings.
Utilizing Jennie Johnson's Power Apply feature can streamline your application process, helping you tailor your resume, find the best application channels, and identify networking opportunities, allowing you to focus your time on preparing for interviews.
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