Client Service Lead/Supervisor
KBW Financial Staffing & Recruiting · Newton Lower Falls, MA · 2 wk ago
Customer ServiceFull-time
Qualifications
- Bachelor's degree required.
- 3+ years of client service experience within financial services, wealth management, broker-dealer, RIA, or investment advisory environments.
- Prior supervisory or leadership experience is required, including direct management, team lead responsibilities, or oversight of interns, associates, or support staff.
- Series 7 license strongly preferred.
- Series 9/10 or Series 24 license highly preferred.
- Experience with firms such as Commonwealth, LPL Financial, Raymond James, Merrill, Morgan Stanley, UBS, Fidelity, Schwab, or similar wealth management organizations is highly desired.
- Strong knowledge of brokerage operations, account servicing, client onboarding, and advisor support functions.
- Excellent communication, organizational, leadership, and relationship management skills.
Benefits
Compensation: $120K-$125K + Bonus
Schedule
Location: Newton MA
Pay
$120K-$125K + Bonus