What are the responsibilities and job description for the Client Service Associate, Private Wealth position at Fanning Personnel?
Client Service Associate, Private Wealth; Wealth management firm located in Boston
I’m a Senior Recruiter at Fanning. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.
I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which services a HNW individual and family client base, is seeking a Client Service Associate, Private Wealth. This position involves providing comprehensive support to a small team of Senior Advisors by performing an array of duties including client onboarding, maintaining client accounts via monitoring and executing portfolio transactions, performing client reporting, preparing for client reviews/meetings, responding to client inquiries, and the like.
In addition to the duties associated with this role, the allure of this position includes the firm which places a real emphasis on the continued career growth of its employees. I've placed multiple individuals at this firm who are all enjoying very successful tenures!
This role is a FANTASTIC opportunity for an individual who offers 2-4 years of experience in the Client Service discipline at a financial services firm.
Compensation includes a base salary in the $70K- $80K range, depending on experience, plus bonus
If you are interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com
Best,
Adam
Adam Cordeiro
Senior Recruiter
Fanning, a division of Masis Staffing Solutions, LLC
Salary : $70,000 - $80,000
