Job Title:
Investment Client Associate, HNW Division
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Jan 28 2020
Expires On:
Mar 20 2020
Investment Client Associate, HNW Division
Base salary to $95K DOE, plus bonus and additional revenue streams

Position Summary
A registered investment advisory firm serving fiduciaries consisting of individuals, families, trusts, and foundations is seeking an Investment Client Associate. They're an 8-person firm; $500M AUM.
The Investment Client Associate will service clients by being their primary point of contact to address any inquiries pertaining to their portfolios. He/ she will discuss investment objectives and strategies, ensure proper asset allocations, and facilitate movements. This individual will work with the Managing Principals and the Investment Operations team during the execution of these duties.

Position Responsibilities
-Serve as a dedicated point of contact to provide clients access to firm resources
-Provide leadership on assigned relationships and general client related matters
-Act as an advocate for the organization with each client; lead efforts to retain clients
-Represent the investment views of the firm to consultants & clients
-Manage expectations, balancing the interest of both clients and the organization
-Seek opportunities to expand client relationships
-Partner with other functional areas to address client issues, concerns, and opportunities
-Demonstrate in-depth knowledge of client marketplace (geographical, specialty and/or client type)
-Foster professional development of junior client service associates staff
-Contribute to the management of the business by participating in projects, committees, and informal groups
Position Qualifications
-Bachelor's Degree
-5-10 years of experience supporting HNW clients at a wealth management firm
-Excellent interpersonal, communication and relationship building skills
-Proven abilities to develop and enhance their client relationships building trust and providing competent advice on all aspects of their wealth management needs
Required Years of Experience:
Additional Info:
CONTACT: Adam Cordeiro: | phone: 617-728-4100 | fax: 617-728-4115
Salary Range:


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