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Banking & Finance Financial Services Wealth Management Financial Analyst

Funds Investor Services Analyst - Client Onboarding & Support

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-07-03
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services, Wealth Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 150000 USD Yearly USD 80000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking an Investor Services Analyst to enhance client relationships for US registered funds. This position involves coordinating client onboarding, managing inquiries, and providing excellent service. Ideal candidates have 3-5 years of investment management experience, strong relationship-building, and project management skills. Offering a competitive salary between $80,000 and $150,000, alongside comprehensive benefits, this role emphasizes collaboration and building client trust in a dynamic environment.
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