Harrison Gray Search has partnered with one of the oldest, most reputable investment advisors in the country to find its next Registered Client Associate in their Boston office.
This client-facing role reports to the Branch Manager and supports financial professionals by delivering high-quality service to help clients achieve their financial goals. The position offers opportunities for growth, career development, and advancement in a collaborative, values-driven environment. This role is ideal for a service-oriented professional seeking growth and a chance to make a meaningful impact in clients' financial journeys.
Working hours are Monday–Friday, 8:30 AM to 5:00 PM EST.
Responsibilities
Client Support
- Communicate with clients via phone, email, or meetings to address account needs.
- Manage transactions, account openings, updates, and client onboarding.
- Assist with financial planning tools and advisory account services.
- Support financial professional transitions and marketing initiatives.
- Build client relationships and identify opportunities for financial professionals.
- Ensure compliance with regulatory and firm policies.
Administrative Support
- Organize client records in CRM systems.
- Manage branch mail and maintain a professional office environment.
- Provide general administrative support to the financial team.
Other
- Participate in professional development and training.
- Prepare reports and expense documentation.
- Foster a positive team environment.
Key Performance Indicators
- Seamless integration into financial professional teams.
- Achievement of team and individual goals.
- Contribution to client satisfaction and business growth.
Qualifications
Minimum Requirements
- 3+ years of relevant experience.
- Associate degree in Business, Finance, or related field.
- FINRA Series 7 and 66 (or 63/65) licenses.
- Proficiency in Microsoft Office, Google Suite, and CRM tools.
Preferred
- Bachelor's degree in Business, Finance, or related field.
Compensation and Benefits
- Salary commensurate with experience.
- Comprehensive benefits include medical, dental, vision, 401(k) with match, PTO, and supplemental coverage options.