Job Title:
Client Relationship Advisor
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Nov 5 2019
Expires On:
Dec 6 2019
Investment firm in Boston seeks an Advisor to join the client relationship group responsible for implementing and maintaining investment and financial plans. This is a great role with a lot of growth potential! The Client Relationship Advisor will work with other teams to facilitate new account transitions. Will prepare quarterly reports, meeting books, performance reviews and analysis. The individual in this role will handle client calls, manage cash needs and prepare documents for investments.
This is a great role for someone looking to learn and grow within the firm! Candidates will have a Bachelor's degree with a strong GPA and 2+ years of related investment experience. CFP, CPA or CFA would be considered a plus. Relevant computer software including Excel is required. Should be analytical, and detail oriented with excellent communication skills.

CONTACT: Lynn Tyburski: | phone: 617-728-4100 | fax: 617-728-4115
Required Years of Experience:
Salary Range:
$60-72K + Bonus


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