What are the responsibilities and job description for the Client Relationship Associate position at Kennison & Associates?
Ready to take the next step in your investment career? New England's largest wealth management firm with $6 billion in assets under management, is seeking a Client Relationship Associate to join their Portland office.
In this role, you'll be a key partner to Client Advisors, serve as a primary client contact, collaborate with attorneys and accountants, and work hands-on with financial plans, account administration, reporting, and analysis-while actively participating in client meetings.
This opportunity is ideal for professionals with 2 plus years of experience in investment management, stock brokerage, or portfolio management, has strong analytical skills and who wants broader responsibility and deeper client exposure.
The salary for this hybrid role is 65,000 - $70,000. If you're detail-oriented, motivated, and passionate about financial services, apply today and grow your career in a dynamic, client-focused environment!
Job Code: 18776
*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!
Salary : $65,000 - $70,000