What are the responsibilities and job description for the Client Associate, Institutional & Private Wealth Practice position at Masis Professional Group?
Client Associate, Institutional & Private Wealth Practice
As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process.
I’m writing to inform you that one of my client companies, a wealth management firm located in the Lexington area which serves a private wealth and institutional client base, is seeking a Client Associate. This position involves providing comprehensive support to a small team of Senior Advisors by performing an array of duties including client onboarding, maintaining client accounts via monitoring and executing portfolio transactions, performing client reporting, preparing for client reviews/meetings, assisting with portfolio rebalancing, responding to client inquiries, and the like.
This role is a FANTASTIC opportunity for an individual who offers 2-5 years of experience providing this type of support to an Advisor community at a wealth management firm
Compensation includes a base salary in the $75K- $85K range, depending on experience, plus bonus
If you are qualified and interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com
Best,
Adam
Adam Cordeiro
Senior Recruiter
Fanning, a division of Masis Staffing Solutions, LLC
Salary : $75,000 - $85,000