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Client Relations & Trading Associate, Private Wealth

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Boston Partners
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

Boston Partners Private Wealth is seeking a Client Relations & Trading Associate to support portfolio operations and client service. You will work closely with the Senior Client Service Specialist to deliver exceptional service, maintain operational excellence, and help drive firm growth.

Responsibilities include onboarding new clients, processing trades across equities, fixed income, funds, and ETFs, reconciling activity, and ensuring data accuracy across custodial platforms.

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Position Requirements
10+ Years work experience
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