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Financial Services Associate

1 month ago

Étreux, Hauts-de-France, United States Fanning Personnel Full time
Client Associate, Private Wealth Opportunity

We are seeking a highly skilled and motivated Client Associate to join our team at a leading wealth management firm in Boston. As a key member of our team, you will provide comprehensive support to our Senior Advisors, ensuring seamless client service and exceptional portfolio management.

Key Responsibilities:

  • Client onboarding and portfolio maintenance
  • Executing trades and monitoring cash flows
  • Preparing client reports and presentations
  • Responding to client inquiries and concerns
  • Assisting with investment research and analysis

Requirements:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Proficiency in financial software and systems

What We Offer:

  • Competitive salary range: $72K-$82K
  • Bonus structure
  • Opportunities for career growth and development

If you are a motivated and detail-oriented professional looking to advance your career in financial services, please submit your updated resume for consideration.