Client Associate (Full Time / Boston)

Posted 1 year ago

Client Associate

We are looking for a Client Associate to join our Private Wealth Management (“PWM) Team in Boston, MA. In this role, you will be working with one of the largest and fast-growing PWM Teams in the country. You will need to have excellent attention to detail, communication skills, multi-tasking ability and self-motivation to thrive in this role.

You will support the Financial Advisors and your fellow Client Associates by processing client requests, handling the operations tasks of the team, monitoring portfolio holdings, analyzing asset allocations, and researching potential investments.

Your role

  • Work as part of the PWM Team to support and implement wealth management strategies for PWM clients
  • Keep management systems up-to-date with client information
  • Collect the right documentation for opening new accounts and service requests
  • Help with the preparation of reports and other materials for client meetings
  • Plan team marketing events and maintain marketing materials
  • Develop and prepare marketing presentations for existing and prospective clients
  • Provide the team with a detailed calendar of activities
  • Provide exceptional client service and team support
  • Keep abreast of the latest events in the financial markets and relay research and market views to Private Wealth Advisors and Team
  • Work in conjunction with various product groups within Investment Management to respond to client needs
  • Execute portfolio rebalancing and trades

Your team

You’ll be working in the Boston Private Wealth Management office. We provide a challenging and rewarding work environment. As a Client Associate, you will play an important role in providing assistance to your advisors and team.

Your expertise 

  • Series 7 and 66 licenses (for registered CSAs only)
  • Ideally 1-2 years of experience in client service, ideally within the finance sector
  • Bachelor’s degree or equivalent
  • Excellent communicator, with strong interpersonal skills
  • Detail oriented (nothing gets past you)
  • Excellent in Microsoft Office Suite
  • Commitment to excellence and a high level of integrity
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Time management and the ability to prioritize
  • Ability to multi-task and work with numerous colleagues and desks across the Firm
  • Ability to work in a fast-paced environment and think clearly under pressure