Senior Client Associate, Private Wealth

Senior Client Associate, Private Wealth opening located at an RIA in BostonI'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment asset wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.I'm writing to inform you that one of my client companies, an RIA located in Boston which services a HNW UHNW individual and family client base, is seeking a Senior Client Associate, Private Wealth.This position involves providing comprehensive support to a select group of Senior Advisors by performing an array of duties including client onboarding, ongoing portfolio maintenance such as monitoring and executing portfolio transactions, client reporting, addressing client portfolio inquiries, preparing materials for client reviewsmeetings, and the like.This role is a FANTASTIC opportunity for an individual who offers 4+ years of experience working in a client service themed role at a broker dealer or wealth management firm who is seeking to join a wealth management firm that offers a collaborative, dynamic pensation includes a base salary in the $85K- $100K range, depending on experience, plus bonusIf you are qualified and interested in pursuing this role, please send your updated resume to ,AdamAdam CordeiroSenior RecruiterFanning, a division of Masis Staffing Solutions, LLC

Created: 2025-01-27