Client Associate, Private Wealth

Client Associate, Private Wealth;
Wealth management firm in Boston

I’m a Senior Recruiter at Fanning
- Masis. I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process. This scenario has enabled me 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, a wealth management firm located in Boston which services an UHNW individual and family client base, is seeking a Senior Client Associate, Private Wealth. This position involves providing comprehensive support to a small team of Senior Advisors by performing an array of duties including client onboarding, monitoring and executing portfolio transactions, preparing performance reports and client materials for portfolio reviews, responding to client inquiries, and the like.

This role is a FANTASTIC opportunity for an individual who offers 1-2 years of experience at a call center, or in a Client Service or Operations themed role at a wealth management firm

Compensation includes a base salary to $75K, plus bonus

If you are qualified and interested in pursuing this role, please send your updated resume to

Best,

Adam

Fanning, a division of Masis Staffing Solutions, LLC