File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTitle
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Title
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Client Intake Specialist
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCode
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Code
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
6844LF
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCategoryName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Category
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Investment Management
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTypeName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Type
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Permanent
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobLocationName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Location
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Boston - MA
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
PublishOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Date Posted
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Mar 31 2022 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
ExpireOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Expires On
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Sep 21 2022 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
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
Line 1169
Field Name://
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
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
Line 1169
Field Name://
RequiredYearsOfExperience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Required Years of Experience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
5
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
AdditionalInfo
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Additional Info
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
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
