Job Title:
Client Service Associate
Job Code:
6794CK
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jan 25 2023
Expires On:
Feb 22 2023
Qualifications:
Position Qualifications:
- Bachelor's degree with financial services experience
- Keen attention to detail
- Proficient in Microsoft Office Suite
- Experience with Schwab, Fidelity, Quickbooks, and/or Tamarac preferred.
- Strong written and oral communication skills
- Superior customer service skills
Required Years of Experience:
1
Additional Info:
For more information contact: Chris Kennedy (617)728-4100 | chris@fanning-boston.com
Salary Range: