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Client Portfolio Analyst — Wealth & Onboarding
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Client Portfolio Analyst to join their expanding wealth management team in Boston or Springfield. This role involves creating efficiencies in client onboarding and maintaining strong relationships with advisors and clients alike.
The ideal candidate will have a Bachelor’s degree, operational experience in financial services, and strong analytical and communication skills. The position offers a competitive salary range of $82,000 to $107,600, along with opportunities for growth and professional development.
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