Job Title:
Consultant Relations Specialist
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Mar 25 2021
Boston asset management firm is seeking a Consultant Relations Specialist to join their growing team. The individual in this position will support the firm's efforts of both relationship management and business development and will require collaborations across the firm's teams. The ideal candidate will have an interest in investment management and an understanding of the financial markets.

Position Responsibilities:
  • Facilitate and prepare materials for consultant meetings
  • Attend meetings/ conference calls and write-up notes
  • Prompt follow-up to open issues
  • Manage new account start-up process and facilitate cash flows
  • Maintain contacts, opportunities, and activities in CRM system
  • Regularly respond to consultant inquiries and manage RFP/RFI/DDQ processes
  • Provide ongoing qualitative and quantitative data maintenance to third- party consultant databases

Position Qualifications:
  • Bachelor's Degree, finance/ economics background a plus
  • 1-3 years of financial industry experience
  • Highly Proficient in Microsoft Office
  • Strong interpersonal communication skills, both written and verbal
  • Ability to multi-task and work well under pressure in a fast-paced environment
Required Years of Experience:
Additional Info:
For more information contact: Chris Kennedy (617) 728-4100 |
Salary Range:
$60,000- 70,000


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