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    Client Associate, Private Wealth - Baltimore, United States - Fanning Personnel

    Fanning Personnel
    Fanning Personnel Baltimore, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Client Associate, Private Wealth opening located at an RIA in Boston

    I'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 individual and family client base, is seeking a 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 reviews/meetings, and the like.

    This role is a FANTASTIC opportunity for an individual who offers 1-5 years of experience working in a client service themed role at a financial services firm who is seeking to join a wealth management firm that offers a collaborative, dynamic culture and an emphasis on employee development

    Compensation includes a base salary in the $70K- $85K range, depending on experience, plus bonus

    If you are qualified and interested in pursuing this role, please send your updated resume to -

    Best,

    Adam

    Adam Cordeiro

    Senior Recruiter

    Fanning, a division of Masis Staffing Solutions, LLC

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