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Assistant Vice President, Operations Client Service
Job in
Quincy, Norfolk County, Massachusetts, 02171, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Responsibilities
- Responsible for managing medium to large sized clients
- Support Vice Presidents or Senior Vice Presidents with complex relationships
- Ensure superior client satisfaction
- Proactively identify client needs and internal issues
- Work closely with internal teams and clients
- Develop and present fee proposals to VP or SVP
- Manage conversion/start-up of new client relationships
- BS/BA degree required
- Minimum of 7 years of related experience in financial services industry
- Experience in relationship management
- Strong verbal and written communication skills
- Some experience with presentations
- Knowledge of computer systems
- Knowledge of financial operations and/or mutual fund industry
- Relationship management
- Client satisfaction
- Communication skills
- Presentation skills
- Proactive identification of needs
- Team collaboration
- BS/BA degree
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