Position SummaryBoston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service Associate has to be able to adapt quickly and be comfortable working in a fast-paced environment.Position Responsibilities:Service tasks including opening accounts, maintenance of accounts, investment and transition paperworkProcess client tax payments and the tax document lifecycle processManage RMD process and paymentsProcess capital calls and redemptions, as well as track distributionsAssist with client meeting materialsUpdate CRM dataAssist clients in completing firm and custodian paperwork, as neededPosition Qualifications:Bachelor's Degree3+ years of related experienceKnowledge of investment and financial planning conceptsUnderstanding of capital marketsStrong written and verbal communication skillsStrong analytical and problem-solving skillsRequired Years of Experience: 2Additional Info:#J-18808-Ljbffr