Investment Operations Assistant

1 week ago


Étreux, Hauts-de-France, United States Fanning Personnel Full time

Overview of the Role
Fanning Personnel is a renowned investment firm in Boston, and we are seeking a skilled Client Service Associate to join our team. In this role, you will be responsible for delivering exceptional client experiences, working closely with the Client Advisory Team to understand client needs and enhance service quality. This is a great opportunity to develop your skills and expertise in investment operations and client services.

Responsibilities:

  • Perform various service tasks, including account management and maintenance.
  • Process client tax payments and manage the tax document lifecycle process.
  • Manage RMD process and payments, tracking distributions accurately.
  • Process capital calls and redemptions efficiently.
  • Assist with client meeting materials and update CRM data.
  • Support clients with firm and custodian paperwork.

Requirements:

  • Bachelor's Degree
  • 3+ years of related experience
  • Knowledge of investment and financial planning concepts
  • Understanding of capital markets
  • Strong written and verbal communication skills
  • Strong analytical and problem-solving skills

Why Work at Fanning Personnel?
We offer a competitive salary range of $60,000 - $80,000 per year and a collaborative work environment that fosters growth and development. Our team values innovative thinking, teamwork, and exceptional client service, making us an ideal workplace for professionals who share these values.

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