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Senior Client Service Associate / Private Client Group
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- Senior Client Service Associate - Private Wealth Group (RIA)
- A Boston based wealth management investment firm is seeking a Senior Client Service Associate to work in a fast-paced environment who is a highly organized, proactive individual.
- The purpose of this role is to work closely with the Client Advisors and maintain the client accounts and provide portfolio account maintenance, operational, trading support, prepare client meeting presentations, and attend meetings etc.
- This individual will also assist the investment team with daily trade activity, coordinate client meeting materials, spreadsheets and customized reports, monitor asset transfers and distribution requests from clients (RMD's, moneylinks, checks, wires etc.)
- Experience with Fidelity and Schwab platforms a plus.
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