Client Relationship Associate, Wealth Management

Profile Summary:

As an entry-level Customer Relationship Associate, youserve 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.

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