Client Service Associate

Top Investment Firm here in the Financial District of Boston has need due to growth of the firm to add a client service associate to their team. This person with provide research and investment support for the firm. The role is onsite and offers excellent benefits.

Responsibilities:

·     Prepare, perform quality control, and process custodian form

·     Provide research and investment support to individual wealth advisors

·     Process client investment requests

·     Prepare for and coordinate client meetings, including financial reports and data analysis

·     Provide research and investment support to individual wealth advisors

·     Open new accounts with PM team

·     Prepare and monitor client mass mailings

·     Update and maintain client and account information for all custody banks

·     Provide assistance for annual Surprise Security Audit

·     Bachelor’s degree 

·     Two years of related work experience, preferably in a client service-related role from financial services

·     Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook

·     Strong writing and verbal communication skills

*MONKNFT*

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