Senior Client Service Associate, Private Wealth

4 months ago


Boston, United States Fanning Personnel Full time

Senior Client Service Associate, Private Wealth opening located at an RIA in Boston


I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, 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, an RIA located in Boston which services a HNW/ UHNW individual and family client base, is seeking a Senior Client Service Associate, Private Wealth.


This position involves providing comprehensive support to a Principal who carries a $700M book comprised of HNW and UHNW clients by performing an array of duties including client onboarding, ongoing portfolio maintenance such as monitoring and executing portfolio transactions, client reporting, addressing client/ portfolio inquiries, preparing materials for client reviews/meetings, as well as ad hoc duties including placing trades as necessary and some compliance work, although the Firm recently hired a Compliance Consultant to enhance their program so this will be a minor part of the role.


There’s a great opportunity to continue to learn and grow, potentially for example transitioning to a financial planning themed role


This role is a FANTASTIC opportunity for an individual who offers 3-5 years of experience working in a client service themed role at a wealth management firm


Compensation includes a base salary in the $75K- $90K range, depending on experience, plus bonus


If you are qualified and 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



  • Boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in Boston Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...


  • Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...


  • boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...


  • Boston, United States Fanning Personnel Full time

    Senior Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...


  • boston, United States Fanning Personnel Full time

    Senior Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an...


  • Boston, United States Fanning Personnel Full time

    Client Associate, Private Wealth- pathway to Advisor position; wealth management firm in Boston Im 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...


  • Boston, United States Fanning Personnel Full time

    Client Associate, Private Wealth- pathway to Advisor position; wealth management firm in BostonI’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...


  • boston, United States Fanning Personnel Full time

    Client Associate, Private Wealth- pathway to Advisor position; wealth management firm in BostonI’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...


  • Boston, United States Fanning Personnel Full time

    Client Associate, Private Wealth- pathway to Advisor position; wealth management firm in BostonI’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...

  • Private Wealth Advisor

    3 months ago


    BOSTON, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...

  • Private Wealth Advisor

    3 months ago


    Boston, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...


  • Boston, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...


  • Boston, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...


  • Boston, United States Lake Street Advisors Group, LLC. Full time

    Career Opportunities with Lake Street Advisors Group LLCA great place to work.We are looking for a self-motivated problem solver and experienced Senior Associate Wealth Advisor to join our growing multi-family wealth management firm. You will work internally with a team of advisors to identify planning issues and opportunities, analyze strategic options,...


  • Boston, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are looking to bring on board a Registered Client Services Associate in Boston, Massachusetts. This role involves significant customer interaction and administrative duties within the Wealth Management industry. The Registered Client Services Associate will work closely with clients, ensuring their wealth management needs are...


  • Boston, United States Goldman Sachs Bank AG Full time

    YOUR IMPACTAre you a quick-thinking self-starter with a passion for client service, the desire to work closely with a variety of different teammates and clients, and the ability to problem solve and to think outside the box? Our Center of Excellence (COE) Wealth Management Professionals (WMP) support all aspects of our business from an operational and...


  • Boston, United States The Colony Group Full time

    Seeking the extraordinary TM ! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do. With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their...


  • Boston, United States Robert Half Full time

    Description We are looking to bring on board a Registered Client Services Associate in Boston, Massachusetts. This role involves significant customer interaction and administrative duties within the Wealth Management industry. The Registered Client Services Associate will work closely with clients, ensuring their wealth management needs are met and their...


  • Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full time

    At Oppenheimer & Co. Inc., we are seeking a highly motivated Wealth Management Associate to join our Private Client Division in Bellevue.About the RoleThis is an exceptional opportunity to launch your career in wealth management and work with a leading middle-market investment bank. As a Wealth Management Associate, you will support Financial Advisors in...


  • Boston, United States Fanning Personnel Full time

    Job Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...