• Location: Boston, Massachusetts
• Type: Perm
• Job #22357

A Boston-based RIA is hiring a Client Service Associate to join their team.

Responsibilities:

• Be the primary onboarding specialist for new wealth management clients
• Administer recurring and one-time requests for cashiering transactions including; Wires, Checks, EFTs, Journals, Transfer of Assets, Capital Calls, & Ad Hoc Requests
• Be part of a wealth management team and help facilitate meaningful relationships amongst clients
• Coordinate and work with Operations group on data reporting
• Work with a wealth management team to help facilitate account updates & maintenance requests

Requirements:

• Strong organizational and time management skills.  Can prioritize and work on multiple tasks and thrives in a fast-paced environment
• A team player with high professional standards, judgement, and discretion
• 1-4 years of previous experience working with investment custodians, customer relationship management systems, and portfolio reporting systems