Exciting opportunity to join a highly regarded Boston Investment firm as a Client Associate! In this role will acts as a liaison between the client, portfolio manager, custodian and the operations department. This is a hybrid position with salary up to 100K!

Responsibilities include: monitoring new accounts, set-up, closing accounts, and transfers, overseeing and reviewing account performance, cash outflows and inflows, handling asset allocation, cash balance, overdrafts, and investments You will also perform research, run various reports, and prepare for client meetings.

The ideal candidate must have a Bachelor’s degree, 2 years of industry experience, preferably with prior Private Wealth end-client exposure; and must be able to work well with all levels of management, possess good interpersonal skills, work independently and prioritize while handling several tasks at once. Outstanding role with lots of growth potential!