Job Title:
Client Associate
Job Code:
5446AC
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
May 12 2020
Expires On:
Jun 20 2020
Responsibilities:
Client Associate
$65K- $72K, plus bonus

A wealth management firm (RIA) located in the Financial District- Boston is seeking a Client Associate.

This is a role that provides an opportunity to provide comprehensive support to multiple Senior Advisors and the firm's current and prospective clients at a firm that maintains a dynamic, collaborative corporate culture.

The Client Associate will perform the following tasks:

•Play an integral role in the client onboarding process, and addressing portfolio inquiries

•Gathering materials and data to assist the Senior Advisors with preparing for client meetings, and attending these minutes to gain and maintain an understanding of client investment objectives

•Performing portfolio account maintenance such as tracking and executing money movements, and preparing portfolio performance reporting

•Completing ad hoc requests

Qualifications:
The Client Associate will possess the following qualifications:

•Bachelor's Degree

•2+ years of relevant experience working in a client service-themed role at a financial services firm; Series 7 license is a plus

•Outstanding written and oral communication skills, high degree of initiative, and a strong sense of curiosity

•Ability to prioritize multiple projects and assignments

Required Years of Experience:
3
Additional Info:
CONTACT: Adam Cordeiro: AdamC@fanning-boston.com | phone: 617-728-4100
Salary Range:
$65,000-80,000
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