Job Title:
High Net Worth Client Service Associate
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Feb 15 2019
A wealth management and investment advisory firm (RIA) in Boston is seeking a Client Service Associate to join the High Net Worth team. Will manage the process of onboarding new clients, prepare materials for client meetings, support Senior Advisors, and serve as the primary point of contact to address client inquiries. Must have 2+ years of industry experience in a client service role.

The Client Service Associate will:
  • Manage the process of onboarding new clients
  • Provide material in preparation for current and prospective client meetings such as product/ service offering collateral, portfolio transaction activity, cash flow analysis, performance reporting, asset allocation analysis, etc.
  • Serve as the primary point of contact to address client inquiries
  • Provide ad hoc support to Senior Advisors
The Client Service Associate possesses the following qualifications:
  • Bachelor's degree
  • 2-5 years of industry experience in a client-service themed role
  • Attention to detail
  • Strong interpersonal and communication skills
CONTACT: Adam Cordeiro: | phone: 617-728-4100
Required Years of Experience:
Salary Range:
To $70K + Bonus


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