Registered Client Service Associate

Wellesley, MA


Our client, Burbank Wealth Management, is actively seeking a Registered Client Service Associate to join their experienced team. The Registered Client Service Associate position is a customer service orientated role that empowers you to make a difference in their client’s lives. This position will focus on enhancing the overall client experience by providing unparalleled customer service, while also providing administrative and operational support to the firm. The ideal candidate is detail oriented, organized, and efficient in all areas of the job. Frequent interruptions are common, which means the candidate must have the ability to adapt and shift priorities seamlessly.

An employee who ‘jumps in’ to their work and engages with the team at Burbank, will find they are treated like family. They will also find robust opportunities for career growth & long-term tenure with the organization. Apply today if you align with Burbank Wealth Management’s passion to help individuals and families reach their personal and financial goals!

Essential Duties and Responsibilities:

  • Serve as the front office lead, including welcoming clients and visitors to the office; responsible for ensuring all client needs are promptly and accurately addressed; politely answer telephone calls; address calls as appropriate or take detailed messages as needed
  • Responsible for accurately answering initial questions from prospective or new clients
  • Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution
  • Responsible for all new account setups, ensuring all documentation is filled out correctly, and proactively address and follow-through on client service requests
  • Establish and maintain client files to meet regulatory and compliance requirements, create and produce reports & databases for maintaining files and record keeping
  • Prepare deposits and scan incoming checks; process receipt of physical security certificates; maintain Time Stamp log; create and accurately process ACH’s and money transfers, journal entries, payments via check to outside vendors
  • Create and close accounts; add power of attorney and trading authority as applicable, link life insurance and annuity accounts, complete client registrations and proactively address and follow-through on client service requests

Required Qualifications:
  • Bachelor or Associates degree required; completed college coursework in conjunction with work experience will also be considered
  • FINRA Series 7 or Series 66 (or 63 and 65) required
  • 6-10+ years of financial services experience preferred

Desired Traits:
  • Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment; adapts to change in the work environment, manages competing demands and multiple interruptions
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail oriented and demonstrates a commitment to accuracy by delivering high quality work
  • Possesses strong work ethics and morals; is driven and motivated to advancing their career through hands-on experience and evolving industry knowledge
  • Energetic, eager to learn, team player, willing to cooperate; self-motivated with ability to work both independently and under direction

More about Burbank Wealth Management

Burbank Wealth Management traces its history back to 1952, when founder Nelson Burbank started Burbank & Company in Boston. After growing his successful practice to include over 7 locations, he sold his company to AG Edwards & Sons. Peter Burbank, Sr. then continued his father’s legacy of in 1977. Now, his sons Michael and Peter, Jr. are continuing the family tradition of providing clients with exceptional service and a depth of industry knowledge that spans three generations.

The team consists of six members who are passionate about assisting individuals and families to reach their personal, long-term financial goals.

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