Job Title:
Client Service Associate
Job Code:
6794CK
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Sep 22 2022
Expires On:
Oct 22 2022
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:
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