Job Title:
Client Specialist
Job Code:
Job Type:
Job Location:
Boston - MA
Date Posted:
Dec 30 2019
Expires On:
Feb 7 2020
Client Specialist

Investment firm in Boston is seeking a Client Intake Specialist to manage the review process for all new accounts documentation and the review of legal documents.

-Facilitate investment management agreement, guideline, fee schedule, and other document review/negotiation with internal and external parties as part of new account
-Coordinate changes to existing accounts as necessary, work with relationship management
-Coordinate TIK process for new and existing accounts
-Maintain representative client lists
-Update regulatory and anti-money laundering requirements
-Move documents through all steps to ensure timely completion
-Assist in Trust Company reviews
-Work effectively with all levels within the organization
-Provide support for due diligence requirements for regulatory and industry updates
-Ad hoc projects as necessary
-Bachelor's degree, Series 7 License preferred
-Minimum 5 years of financial industry experience
-Proficiency in Microsoft Office (Word and Excel)
-Familiarity with contract terminology, experience working with investment contracts
-Experience in working with institutional and international clients required
-Exceptional follow up skills and strong attention to detail
-Ability to prioritize and multitask high priority projects and meet strict deadlines
-Proven ability to work independently and to take initiative
-Must be dependable, flexible and able to work extended hours when needed
-Ability to develop and maintain professional relationships with individuals throughout the firm
Required Years of Experience:
Additional Info:
For More Information, CONTACT: Lindsay Flynn: | phone: 617-728-4100 | fax: 617-728-4115
Salary Range:


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