JobTitle

Job Title

Client Service and Operations Associate

JobCode

Job Code

6794

JobCategoryName

Job Category

Client Service/Relationship Mgmt.

JobTypeName

Job Type

Permanent

JobLocationName

Job Location

Boston - MA

PublishOnDate

Date Posted

Sep 29 2022 12:00:00:000AM

ExpireOnDate

Expires On

Oct 29 2022 12:00:00:000AM

Responsibilities

Responsibilities

The Client Service Associate and Operations role is responsible for supporting the staff and business operations of a growing multi-family office.  This integral team member will lend support to office administration, client service, cash management, reporting, and complex estate, tax and insurance planning.  This integral team member will perform specific tasks including but not limited to:
answer client inquiries, assist with client reporting, including collecting and updating outside investment values, verify data integrity, prepare and review reports with senior team members in preparation for client meetings
assist with client cash management operation 
collect and catalogue tax data and assist with facilitation of payments 
review weekly client bill pay packages and quarterly spending reports 
add contacts and maintain integrity of CRM system 

Qualifications

Qualifications

- 4-6 years experience
- self starter with high attention to detail and accountability
-  Bachelor's degree
- experience in financial services 
- proficiency in Microsoft products 
- experience with Schwab, Fidelity, Quickbooks and/or Tamarac (Envestnet) perferred
- strong written, oral, and customer service skills

RequiredYearsOfExperience

Required Years of Experience

4

AdditionalInfo

Additional Info

For more information contact: Chris Kennedy (617)728-4100 | chris@fanning-boston.com

SalaryRange

Salary Range

75-100k