Client Portfolio Analyst
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
- Helping create efficiencies and scale for an organization with meaningful growth potential
- Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship
- Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook
- Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
- Collaborating with the broader investment organization designed around solving real client problems
- Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions.
- Bachelor’s degree
- 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients.
- Series 7 & 66 at time of application or must obtain within 180 days of hire
- Wealth management or client portfolio management experience
- CFA or other industry designations
- Exceptional analytical, problem solving, and communication skills.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×