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Client Associate, Private Wealth

3 months ago

Boston, United States Fanning Personnel Full time

Client 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 Client Associate, Private Wealth.


This position involves providing comprehensive support to a select group of Senior Advisors 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, and the like.


This role is a FANTASTIC opportunity for an individual who offers 3+ years of experience working in a client service themed role at a financial services firm who is seeking to join a wealth management firm that offers a collaborative, dynamic culture.


Compensation includes a base salary in the $78K- $125K 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