File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobTitle
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Title
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Client Intake Specialist
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobCode
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Code
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
6844LF
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobCategoryName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Job Category
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Investment Management
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobTypeName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Job Type
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Permanent
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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JobLocationName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Job Location
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Boston - MA
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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PublishOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Date Posted
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
Mar 31 2022 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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ExpireOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Expires On
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
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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Field Name://
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Highly respected asset management firm is seeking a Client Intake Specialist to add to their growing team! The individual in this position will be responsible for the complete review process for all documents related to new accounts and legal document review for RFPs that come into the firm. They must become familiar with all products, coordinate completion of all documents, and coordinate client responses with all departments involved for account management. A Series 7 License is required for this role.
Position Responsibilities:
Facilitate investment management agreement, guideline, fee schedule, and other document review/negotiation with internal and external parties as part of new account and RFP processes
Coordinate changes to existing accounts as necessary, work with relationship management
Coordinate TIK process for new and existing accounts
Move documents through all steps to ensure timely completion
Maintain all relationships internally and externally
Assist with ad hoc projects
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Position Qualifications:
Bachelor's degree with at least 5 years of financial services industry experience
Series 7 License required
Familiarity working with contract terminology specifically contract terminology preferred
Highly organized with a keen attention to detail
Ability to prioritize tasks in a deadline driven environment
Ability to take initiative and work independently or collaboratively in a team environment
Exceptional written and verbal communication skills
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Name://
RequiredYearsOfExperience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Label:
Required Years of Experience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Field Value:
5
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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AdditionalInfo
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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Additional Info
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
Highly respected asset management firm is seeking a Client Intake Specialist to add to their growing team! The individual in this position will be responsible for the complete review process for all documents related to new accounts and legal document review for RFPs that come into the firm. They must become familiar with all products, coordinate completion of all documents, and coordinate client responses with all departments involved for account management. A Series 7 License is required for this role.
Position Responsibilities:
Facilitate investment management agreement, guideline, fee schedule, and other document review/negotiation with internal and external parties as part of new account and RFP processes
Coordinate changes to existing accounts as necessary, work with relationship management
Coordinate TIK process for new and existing accounts
Move documents through all steps to ensure timely completion
Maintain all relationships internally and externally
Assist with ad hoc projects
Qualifications:
Position Qualifications:
Bachelor's degree with at least 5 years of financial services industry experience
Series 7 License required
Familiarity working with contract terminology specifically contract terminology preferred
Highly organized with a keen attention to detail
Ability to prioritize tasks in a deadline driven environment
Ability to take initiative and work independently or collaboratively in a team environment
Exceptional written and verbal communication skills
Required Years of Experience:
5
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com