Client Services Associate - Boston, United States - Wellesley Asset Management

Description

Client Services Associate

Wellesley Asset Management, Inc. is a growing Registered Investment Advisory (RIA) firm serving private clients, other RIAs, broker-dealers, institutional clients and investment professionals. Since 1991, we have specialized in managing convertible bond portfolios. WAM's client services team supports the firm's private client and institutional sales groups, and provides all clients with critical transaction-based and other services. We are seeking a professional who is detail-oriented and comfortable in a client service role.

This is a client-facing position with a wide variety of duties, including:

• _
  Client Onboarding _
• work with advisors of both the private client group and institutional sales group to open new client accounts and oversee the asset transfer process, and work with the trading team to effect client transactions.

- _
Client Reports _- prepare client statements; coordinate the mailing of client statements and other correspondence; produce detailed portfolio reports, presentations, and analyses for meetings with clients and prospects.
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Account Maintenance _- work alongside the Finance team to ensure accurate billing and reporting.

Desired Skills and Experience

• 1 to 5 years' experience in a similar position, financial service industry preferred
• Excellent written and verbal communication skills; excellent telephone manner
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Knowledge of Salesforce helpful but not required
• Ability to work independently in a team environment
• Ability to multitask, organize, and manage multiple detailed tasks under deadline in a fast paced environment
• Strong attention to detail, problem solving, and analytical skills

We Offer:

• Competitive salary with benefits
• The opportunity to work with bright and talented people

If you are looking for an opportunity to work with bright and motivated colleagues in a challenging and fast paced environment then this could be the position for you.

Wellesley Asset Management, supply you with all of the tools you need for success and career growth. You need only to bring your enthusiasm and willingness to learn

We are located at One Boston Place 26th floor, 201 Washington St, Boston, MA The environment at Wellesley Asset Management, Inc.

is friendly and professional.


DB

Pay:
$55, $60,000.00 per year


Benefits:

• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Education:

• Bachelor's (required)

Ability to Relocate:

• Boston, MA 02108: Relocate before starting work (preferred)

Work Location:
In person