Job Title:
Client Service Associate
Job Code:
6797LT
Job Category:
Investment Management
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Sep 22 2022
Expires On:
Oct 22 2022
Responsibilities:
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
Qualifications:
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
Required Years of Experience:
1
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
Salary Range:
$50,000 - $80,000
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