Client Service Associate, Private Wealth Client Service Associate, Private Wealth; Wealth management firm located in Boston. This position involves providing comprehensive support to a small team of Senior Advisors by performing an array of duties including client onboarding, maintaining client accounts via monitoring and executing portfolio transactions, performing client reporting, preparing for client reviews/meetings, responding to client inquiries, and the like. This role is a FANTASTIC opportunity for an individual who offers 2-4 years of experience in the Client Service discipline at a financial services firm. Compensation includes a base salary in the $70K-$80K range, depending on experience, plus bonus. If you are interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com . Seniority level Associate Employment type Full-time Job function Other Industries: Investment Management and Financial Services Benefits include medical insurance, 401(k), and vision insurance. #J-18808-Ljbffr Fanning Personnel
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