Client Associate, Private Wealth Job at Fanning Personnel, Boston, MA

azdWaFJOVkt3Z0xCdW1nQmo4cVdLOEo2Umc9PQ==
  • Fanning Personnel
  • Boston, MA

Job Description

Client Associate, Private Wealth position located at a wealth management firm in Boston

I'm a Senior Recruiter at Fanning. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.

I'm writing to inform you that one of my client companies, a wealth management firm located in Boston which services a HNW individual and family client base, is seeking a Client Associate, Private Wealth.

This position involves providing comprehensive support to a small team of Senior Advisors by performing an array of duties including client onboarding, maintaining client portfolios including executing trades and monitoring cash flows, performing client reporting, preparing for client reviews/meetings, responding to client inquiries, and assisting with investment research as needed.

Compensation includes a salary in the $72K- $82K range, depending on experience, plus bonus

If you are interested in pursuing this role, or learning about additional openings located at our client companies, please send your updated resume to adamc@

Best,

Adam

Adam Cordeiro

Senior Recruiter

Fanning, a division of Masis Staffing Solutions, LLC

Fanning Personnel

Job Tags

Similar Jobs

TRUCKING PEOPLE

Home Weekly Class A Regional Truck Driver Job at TRUCKING PEOPLE

 ...Job Description Job Description Home Weekly Class A Regional Truck Driver Call Chris for an immediate phone screen. 281-817-432...  ...refrigerated carrier in the country! Our Benefits include: Weekly Pay & Home Time Health Benefits & 401k Participation Paid Time... 

Ouachita Physical Therapy

Physical Therapist Job at Ouachita Physical Therapy

 ...As an outpatient physical therapy clinic, the atmosphere provided sets the tone for not just a patient's therapy experience but also...  ...experience for patients. We are looking for another Physical Therapist to join our team as we have been growing rapidly. Our goal is... 

La Quinta Inn & Suites Newport

Part-Time Hotel Front Desk Night Auditor Job at La Quinta Inn & Suites Newport

Our property is seeking a Night Auditor to join our growing group...  ...customer satisfaction. Previous hotel experience is not required but...  ...Qualifications: Overnight shift; requires flexible hours Must...  ...are required Previous hotel front desk, hospitality, guest services,... 

Hampton Inn New Orleans French Qtr

Valet Job at Hampton Inn New Orleans French Qtr

Job Summary: The objective of the Valet Attendant is to ensure the safety of all guest...  ...required and/or experience in a hotel or a related field preferred. Must have...  ...information and location in the computerized valet parking system. Place the arrival tickets on... 

Aveanna Healthcare

Private Duty Nurse LPN Job at Aveanna Healthcare

 ...for a change of pace? Trying to find a new job outside of the nursing home or hospital? Aveanna Healthcare allows you to have a flexible...  ...to blood, bodily fluids and infectious diseases Other Duties Please note this job description is not designed to cover or...