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Client Relationship Specialist
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- Bradley, Foster & Sargent is an independently owned, fast-growing investment advisory and wealth management firm.
- Provides administrative coordination within the firm, including Trading, Operations, Business Development, and other Client Relationship Specialists.
- As a Client Relationship Specialist, you’ll report to Portfolio Managers for client support activities, and to the Chief Operations Officer for operational and administrative management.
- Client-centric position that includes engaging with clients; responding to client needs and requests; acting as liaison between the client and portfolio manager; developing and maintaining meaningful relationships while building client confidence and providing exceptional service.
- Able to manage own workflow and priorities and can accommodate ad hoc Client/Portfolio Manager’s requests.
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