Compensation:
$65,000 - $75,000 Per Year Plus Bonus
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