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Client Service Associate, Private Wealth

2 months ago

Boston, United States Fanning Personnel Full time

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 Client Associate, Private Wealth.


This position involves providing comprehensive support to a select group of Senior Advisors by performing the core duties typically associated with this type of including client onboarding, ongoing portfolio maintenance such as monitoring and executing portfolio transactions, client reporting, addressing client/ portfolio inquiries, and preparing materials for client reviews/meetings.


ADDITIONALLY, the selected individual will be attending these client/ portfolio review meetings and assisting the Advisors with portfolio structure duties such as asset allocation recommendations and the like. The Firm also offers a robust training program to ensure the ongoing development of their employees.


This role is a FANTASTIC opportunity for an individual who offers 1-3 years of relevant industry experience.

A recent college graduate who has completed a client service-themed work experience at a financial services firm during the pursuit of his/her/their degree is also a candidate profile of interest.


Compensation includes a base salary in the $72K- $80K range, depending on experience, plus a twice per year Advisor production bonus, and a year end 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