Client Services Associate, Wealth Management
Albanyonsitejunior$47K – $56K
Posted 2w ago · via Workday
About this role
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: At Broadview Wealth Management (BWM), our Client Services Associates (CSAs) are trusted professionals who serve as the service and operational foundation of our team. CSAs help our clients navigate important moments in their financial lives, and also partner with our Advisors to grow their books of business. This role is ideal for someone who enjoys building relationships, solving problems, working in a collaborative team environment, and developing a long-term career in wealth management.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: outreach
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Albany. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
outreach
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