Job Title:
Junior Client Service Associate
Job Code:
6947
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Oct 19 2022
Expires On:
Nov 2 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/prospect
  • Equity trading and 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: Adam Cordeiro (617)-912-2307 |adamc@fanning-boston.com
Salary Range:
75k
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