Job Title:
Client Service Associate
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Dec 2 2019
Expires On:
Jan 10 2020
Client Service Associate - $70-90K + Bonus

Investment advisory firm outside Boston is currently seeking a Client Service Associate to join their team! The Client Service Associate will work with a team of Advisors to identify planning issues, analyze strategic options and create statements. Will advise high net worth clients and implement client decisions. They will also act as a key facilitator for a broad variety of client matters. Will prepare detailed portfolio analysis of current client and potential client holdings, create Investment Proposals for potential clients, assist Portfolio Executives throughout the sales process to establish new client relationships and strengthen existing relationships. 3+ years of relevant experience and CFP designation required. Series 65 a plus!
-Bachelor's degree
-3+ years of HNW experience within an RIA
-Will have strong analytical skills and understanding of financial planning including taxes, investments, insurance and trusts
-Must be highly organized with strong integrity
Required Years of Experience:
Additional Info:
CONTACT: Lynn Tyburski: | phone: 617-728-4100 | fax: 617-728-4115
Salary Range:


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