Client Service Assistant- Investments!- up to 45K


Leading investment group is hiring a Client Service Assistant to join their office southwest of Boston.  This position is ready-made for that candidate who wants entry into the financial services industry and doesn’t want the commute into Boston!

Responsibilities for the Client Service Assistant

  • Produce/distribute reports, correspondence, and quarterly client reviews
  • Handle organizing financial data
  • Schedule Annual Meetings
  • Monitor asset class activity, facilitating action when necessary
  • Assist with special projects as needed

Requirements for the Client Service Assistant

  • BA/BS
  • Strong MS Office skills
  • 3+ years’ administrative experience, including internships

Compensation for the Client Service Assistant

  • Annual salary up to $45,000

Reference code:  K14526A

Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.