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 Claritas® 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