Our client is a Wealth Management firm in the Westboro area, looking to add a Client Service Associate to the team.
This professional will be responsible for supporting two Advisors with preparing for meeting, working on data and research, preparing new investment account paperwork, performing portfolio administration, working on answering client requests and more.
This is an ideal opportunity to join a firm with nice culture and gaining tons of exposure. This role starts fully in office and becomes hybrid as time goes by and the person is accustomed to the team, clients, etc.
Ideal candidate will bring 3+ years of experience, knowledge in CRM tools and knowledge of the Wealth Management space is ideal.
If you'd like to be considered, please reach out to Thatiane Abrantes.
apartmentHireTalentplaceAndover (MA), 36 mi from Westborough
Title: Specialist Financial ClientServices
Location: Andover, MA 01810 (Hybrid - 2 days onsite)
Duration: 12 Months
Position Summary:
The goal of a Middle Office Specialist is to oversee Trade Settlement client relationships.
Provide excellent...
or customer concerns.
• Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal.
• Strong focus on providing good customer service.
• Contributes to the creation of the Site Procedure Guide to ensure...
success!
The Role:
Managers in our Private ClientServices (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business...
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