Job Title:
Client Service Associate
Job Code:
6934CK
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jan 30 2023
Expires On:
Mar 31 2023
Responsibilities:
Pursuing a Client Service Associate to join a highly regarded Boston asset management firm's Commingled Funds Team. In this role, the Specialist/Associate will update and maintain client information including account openings, transactions, closings, and cash flows. This role offers long-term growth and exposure to many teams within the firm!
Position Responsibilities:
Position Responsibilities:
- Update and maintain client information
- Facilitate account openings, transactions, restructurings, closing, and cash flows
- Liaise with internal and external teams on behalf of the clients and coordinate calls with service providers
- Organize commingled fund documentation
- Provide exceptional client service to the firm's commingled funds clients
- Ad hoc projects as assigned
Qualifications:
Position Qualifications:
- Bachelor's degree with 2-4 years of client service or operations experience
- Highly organized with a keen attention to detail
- Excellent written and verbal communication skills
- Ability to multi-task in a deadline driven environment
- Ability to work collaboratively in a team environment and independently
Required Years of Experience:
2
Additional Info:
For more information, contact: Chris Kennedy (617)728-4100 | chris@fanning-boston.com
Salary Range:
$75,000 - $85,000