Client Service Associate

Great Financial Services Firm!!
Boston, MA

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

Interested in this job?

Contact us below to learn more.