<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><br></p><p>We’re seeking a motivated <strong>Client Service Associate</strong> to join a well‑established and rapidly growing investment advisory firm. This role offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive and experienced team.</p><p>You’ll receive hands‑on training in tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, as well as ongoing development in compliance, client relations, and operational processes. Compensation and level will be tailored based on your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base</li><li>Process new account openings, closures, transfers, and other client paperwork</li><li>Prepare and execute trades and client transactions promptly and accurately</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with ongoing training and professional development</li></ul>

<p><strong>Want to know more? </strong>Apply today and send your resume via LinkedIn to<strong> JC del Rosario</strong> — let’s explore how this opportunity could be the right fit for your next career move.</p><p><br></p><p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree required; <strong>Series 65</strong> is a plus</li><li><strong>5+ years of experience in financial services</strong>—preferably in wealth management, asset management, brokerage, or banking</li><li>Strong analytical and problem‑solving skills</li><li>Familiarity with <strong>Fidelity</strong> or <strong>Schwab</strong> custodial platforms is a plus</li><li>Experience with <strong>Black Diamond</strong> or <strong>Morningstar</strong> preferred (training available)</li><li>Proficiency with <strong>Salesforce</strong> and <strong>Microsoft Office</strong> (Excel, Word, PowerPoint)</li></ul>

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