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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

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6797LT

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JobCategoryName

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Job Category

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Investment Management

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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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Mar  1 2023 12:00:00:000AM

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ExpireOnDate

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Expires On

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Mar 31 2023 12:00:00:000AM

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Responsibilities

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Responsibilities

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Prestigious investment banking company outside of Boston is seeking a Client Service Associate to add to their growing team. The individual in this role will work with the firm's financial advisors to deliver products and services designed to address the needs of high-net worth and ultra-high-net worth individuals.

Position Responsibilities:

 
Maintain management systems with up-to-date client information
 
Educate clients on account services and capabilities
 
Prepare reports and other materials for meetings
 
Collect documentation for new account openings and service requests
 
Plan team marketing events and maintain marketing materials
 
Provide the team with a detailed calendar of events

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Qualifications

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Qualifications

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Position Qualifications:

 
Bachelor's degree and can obtain their Series 7
 
1-3 years of client service experience within the financial services industry
 
Excellent communication skills, both written and verbal
 
Keen attention to detail in a fast-paced environment
 
Proficient in Microsoft Office Suite

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RequiredYearsOfExperience

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Required Years of Experience

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1

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AdditionalInfo

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Additional Info

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For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com