Up to $100K!
Client Service Associate with fantastic financial management firm in Boston!!
- Assist with financial planning
- Assist clients with investment management as well as relationship management
- Investment reporting
- Financial and tax planning
- Provide communication with outside advisors
- Certified Financial Planning desired or someone who is working toward this
- Must have 2+ years of experience in financial services industry working with clients
- Proficient in all Microsoft applications
- Tax planning experience required
- Experience with individual wealth management preferred
- BA required