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JobTitle
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Job Title
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Client Service Associate
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JobCode
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Job Code
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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0000AC
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JobCategoryName
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Job Category
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Client Service/Relationship Mgmt.
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JobTypeName
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Job Type
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Permanent
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JobLocationName
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Job Location
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Boston - MA
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PublishOnDate
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Date Posted
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Apr 15 2021 12:00:00:000AM
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ExpireOnDate
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Expires On
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Sep 21 2022 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Responsibilities
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Responsibilities
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Position Summary
Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service Associate has to be able to adapt quickly and be comfortable working in a fast- paced environment.
Position Responsibilities:
Service tasks including opening accounts, maintenance of accounts, investment and transition paper work
Process client tax payments and the tax document lifecycle process
Manage RMD process and payments
Process capital calls and redemptions, as well as track distributions
Assist with client meeting materials
Update CRM data
Assist client in completing firm and custodian paperwork, as needed
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Qualifications
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Qualifications
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Position Qualifications:
Bachelor's Degree
3+ years of related experience
Knowledge of investment and financial planning concepts
Understanding of capital markets
Strong written and verbal communication skills
Strong analytical and problem solving skills
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RequiredYearsOfExperience
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Required Years of Experience
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2
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AdditionalInfo
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Additional Info
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For additional information, contact: Adam Cordeiro (617) 728- 4100 | adamc@fanning-boston.com
Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service Associate has to be able to adapt quickly and be comfortable working in a fast- paced environment.
Position Responsibilities:
Service tasks including opening accounts, maintenance of accounts, investment and transition paper work
Process client tax payments and the tax document lifecycle process
Manage RMD process and payments
Process capital calls and redemptions, as well as track distributions
Assist with client meeting materials
Update CRM data
Assist client in completing firm and custodian paperwork, as needed
Qualifications:
Position Qualifications:
Bachelor's Degree
3+ years of related experience
Knowledge of investment and financial planning concepts
Understanding of capital markets
Strong written and verbal communication skills
Strong analytical and problem solving skills
Required Years of Experience:
2
Additional Info:
For additional information, contact: Adam Cordeiro (617) 728- 4100 | adamc@fanning-boston.com
