Masis Professional Group
Client Associate, Institutional & Private Wealth Practice
Masis Professional Group, Lexington, Massachusetts, United States, 02173
Client Associate, Institutional & Private Wealth Practice
Senior Recruiter at Fanning- Masi Staffing—assist wealth management firms in talent acquisition and provide comprehensive support to Senior Advisors.
About the Role Provide comprehensive support to Senior Advisors by performing client onboarding, maintaining client accounts, executing portfolio transactions, preparing client reports, supporting portfolio rebalancing, responding to client inquiries, and assisting with client meetings.
Responsibilities
Client onboarding and account maintenance.
Monitoring and executing portfolio transactions.
Client reporting and preparation for reviews/meetings.
Assisting with portfolio rebalancing.
Responding to client inquiries.
Qualifications
2-5 years of experience providing support to advisors within a wealth management firm.
Strong organizational and communication skills.
Ability to manage multiple tasks and meet deadlines.
Compensation Base salary:
$75,000 – $85,000
per year (plus bonus).
Location Boston, MA (Hybrid onsite/remote as needed).
Contact Send updated resume to
adamc@fanning-boston.com
if qualified.
#J-18808-Ljbffr
About the Role Provide comprehensive support to Senior Advisors by performing client onboarding, maintaining client accounts, executing portfolio transactions, preparing client reports, supporting portfolio rebalancing, responding to client inquiries, and assisting with client meetings.
Responsibilities
Client onboarding and account maintenance.
Monitoring and executing portfolio transactions.
Client reporting and preparation for reviews/meetings.
Assisting with portfolio rebalancing.
Responding to client inquiries.
Qualifications
2-5 years of experience providing support to advisors within a wealth management firm.
Strong organizational and communication skills.
Ability to manage multiple tasks and meet deadlines.
Compensation Base salary:
$75,000 – $85,000
per year (plus bonus).
Location Boston, MA (Hybrid onsite/remote as needed).
Contact Send updated resume to
adamc@fanning-boston.com
if qualified.
#J-18808-Ljbffr