Job Title:
Investment Portfolio Client Service Associate
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Mar 26 2020
Expires On:
May 9 2020
Investment Portfolio Client Service Associate
$65K- $80K, plus bonus

A wealth management firm located in the Financial District- Boston is seeking an Investment Portfolio
Client Service Associate. This a role that involves serving as the liaison between the Financial Advisors and the Financial
Planners; preparing reports and materials for current and prospective client meetings, attending client
meetings, performing account maintenance, etc.

The Client Service Associate will perform the following tasks:
-Coordinate the high-net worth planning process which includes gathering client data, liaising
with Estate Attorneys, CPA's etc.; present analysis to team for initiation of personal financial
-Attend client reviews/meetings with Financial Advisor on a support basis and participate as
needed on follow-up items; assist during meeting as needed to help client understand
presentation and determine adjustments to plan
-Maintain/ update marketing collateral which is used for current and prospective client
-Conduct industry market research on a variety of investor groups including pensions,
foundations, and family offices, using multiple databases
-Complete recurring client tasks such as tax reporting, RMD completion, cash balance checks, etc.
-Ensure the accurate and timely delivery of client and internal deliverables
The Client Service Associate will possess the following qualifications:
-Bachelor's Degree
-3- 6 years of relevant experience working in a client service-themed role at a financial services
firm is an absolute prerequisite- candidates who do not offer financial services industry
experience will not be considered
-Excellent written and oral communication skills, high degree of initiative, and a strong sense of
-Ability to prioritize multiple projects and assignments
Required Years of Experience:
Additional Info:
CONTACT: Adam Cordeiro: | phone: 617-728-4100
Salary Range:


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