Job Title:
Junior Client Service Associate
Job Code:
6914
Job Category:
Investment Management
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Nov 16 2022
Expires On:
Nov 30 2022
Responsibilities:
  • Setting up new relationships through opening/closing/ transferring of accounts
  • assembling materials for prospect meetings
  • account conversions and other general account maintenance, as well as communicating directly with clients/prospects
  • equity trading
  • serving as a liaison between traders, brokers, and the operations team as needed
Qualifications:
  • Bachelor's Degree
  • Minimum of 1 year of industry experience
  • Experience in a Registered Investment Advisor firm or Financial Services firm
  • Strong knowledge of Excel
  • Willingness/ability to become proficient with proprietary accounting & trading systems
  • Exceptional attention to detail, strong organizational, written, and communications skills. Collaborative demeanor, team player a must
  • Self-motivated, ability to juggle multiple projects as well as focus on primary tasks
  • Willingness to enroll in the ClaritasĀ® Program and other applicable educational courses
Required Years of Experience:
1
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
Salary Range:
70-80k
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