Fanning Personnel | Senior Client Wealth Associate | boston, ma

1 month ago

boston, United States Fanning Personnel Full time

Senior Client Wealth Associate


A Boston base investment firm is seeking an Associate to work in a fast-paced environment who is a highly organized, proactive individual.

The purpose of this role is to support a Relationship Manager and maintain the client accounts and provide portfolio account maintenance, operational, prepare client meeting presentations, attend meetings and speak with the client on a daily basis, handling cash outflow and inflow balances. monitor asset allocation, cash balances, set up and monitor new client accounts.


7+ years of experience in client service, or operations within an RIA/Investment firm with experience working with HNW clients.


Strong comp package and a full suite of benefits.

Hybrid work schedule for 3 days in office

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