Job Title:
Client Intake Specialist
Job Code:
Job Category:
Investment Management
Job Type:
Job Location:
Boston - MA
Date Posted:
Mar 31 2022
Expires On:
Sep 21 2022
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
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:
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 |
Salary Range:


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