More jobs:
Client Associate, Institutional & Private Wealth Practice
Job in
Lexington, Middlesex County, Massachusetts, 02173, USA
Listed on 2026-01-12
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Client Associate, Institutional & Private Wealth Practice
Senior Recruiter at Fanning
- Masi Staffing—assist wealth management firms in talent acquisition and provide comprehensive support to Senior Advisors.
Provide comprehensive support to Senior Advisors by performing client onboarding, maintaining client accounts, executing portfolio transactions, preparing client reports, supporting portfolio rebalancing, responding to client inquiries, and assisting with client meetings.
Responsibilities- Client onboarding and account maintenance.
- Monitoring and executing portfolio transactions.
- Client reporting and preparation for reviews/meetings.
- Assisting with portfolio rebalancing.
- Responding to client inquiries.
- 2-5 years of experience providing support to advisors within a wealth management firm.
- Strong organizational and communication skills.
- Ability to manage multiple tasks and meet deadlines.
Base salary: $75,000 – $85,000 per year (plus bonus).
LocationBoston, MA (Hybrid onsite/remote as needed).
ContactSend updated resume to if qualified.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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