Logo
Fanning Personnel

Client Service Associate/Private Client Group

Fanning Personnel, Boston, MA, United States


Client Service Associate - Private Wealth Group (RIA)

A Boston base investment firm is seeking a Client Service Associate to work in a fast-paced environment who is a highly organized, proactive individual.

The purpose of this role is to support a Relationship Manager and maintain the client accounts and provide portfolio account maintenance, operational, prepare client meeting presentations, attend meetings and speak with the client on a daily basis, handling cash outflow and inflow balances. monitor asset allocation, cash balances, set up and monitor new client accounts.

2+ years of experience in client service, or operations within an RIA/Investment firm with experience working with HNW clients.

Strong comp package and a full suite of benefits.