Masis Staffing Solutions
Client Service Associate, Private Wealth
Masis Staffing Solutions, Boston, Massachusetts, us, 02298
Client Service Associate, Private Wealth
Client Service Associate, Private Wealth
Get AI-powered advice on this job and more exclusive features. Masis Staffing Solutions provided pay range
This range is provided by Masis Staffing Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70,000.00/yr - $85,000.00/yr Direct message the job poster from Masis Staffing Solutions Client Service Associate, Private Wealth I’m a Senior Recruiter at Fanning- Masis. I assist my client companies (investment/asset/ wealth management firms located in and around Boston which service a private wealth and/or institutional client base) with their candidate recruitment process. This scenario has enabled me 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, a wealth management firm located in Boston which services a HNW individual and family client base, is seeking a Client Service Associate, Private Wealth. 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, responding to client inquiries, and the like. In addition to the duties associated with this role, the allure of this position includes the firm which places a real emphasis on the continued career growth of its employees. I've placed multiple individuals at this firm who are all enjoying very successful tenures! This role is a FANTASTIC opportunity for an individual who offers 1-5 years of experience in the Client Service discipline at a wealth management or advisory firm Compensation includes a base salary in the $70K- $85K range, depending on experience, plus bonus If you are interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com Best, Adam Fanning, a division of Masis Staffing Solutions, LLC Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Other Industries Investment Management and Financial Services Referrals increase your chances of interviewing at Masis Staffing Solutions by 2x Get notified about new Client Services Associate jobs in
Boston, MA . Client Service [Multiple Positions Available]
Boston, MA $55,000.00-$95,000.00 2 weeks ago Boston, MA $55,000.00-$65,000.00 1 day ago Boston, MA $55,000.00-$65,000.00 3 weeks ago Private Wealth Management Registered Client Service Associate
Bedford, MA $50,000.00-$60,000.00 1 day ago Tenant Service Coordinator/Tenant Experience Coordinator
Client Service Associate – Fund Operations - 27232
Client Service Associate – Fund Operations - 27246
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Client Service Associate, Private Wealth
Get AI-powered advice on this job and more exclusive features. Masis Staffing Solutions provided pay range
This range is provided by Masis Staffing Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70,000.00/yr - $85,000.00/yr Direct message the job poster from Masis Staffing Solutions Client Service Associate, Private Wealth I’m a Senior Recruiter at Fanning- Masis. I assist my client companies (investment/asset/ wealth management firms located in and around Boston which service a private wealth and/or institutional client base) with their candidate recruitment process. This scenario has enabled me 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, a wealth management firm located in Boston which services a HNW individual and family client base, is seeking a Client Service Associate, Private Wealth. 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, responding to client inquiries, and the like. In addition to the duties associated with this role, the allure of this position includes the firm which places a real emphasis on the continued career growth of its employees. I've placed multiple individuals at this firm who are all enjoying very successful tenures! This role is a FANTASTIC opportunity for an individual who offers 1-5 years of experience in the Client Service discipline at a wealth management or advisory firm Compensation includes a base salary in the $70K- $85K range, depending on experience, plus bonus If you are interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com Best, Adam Fanning, a division of Masis Staffing Solutions, LLC Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Other Industries Investment Management and Financial Services Referrals increase your chances of interviewing at Masis Staffing Solutions by 2x Get notified about new Client Services Associate jobs in
Boston, MA . Client Service [Multiple Positions Available]
Boston, MA $55,000.00-$95,000.00 2 weeks ago Boston, MA $55,000.00-$65,000.00 1 day ago Boston, MA $55,000.00-$65,000.00 3 weeks ago Private Wealth Management Registered Client Service Associate
Bedford, MA $50,000.00-$60,000.00 1 day ago Tenant Service Coordinator/Tenant Experience Coordinator
Client Service Associate – Fund Operations - 27232
Client Service Associate – Fund Operations - 27246
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr