Private Wealth Client Relations Associate – $65K-$75K +Bonus!!

Highly respected Boston investment firm is seeking a detail oriented professional with outstanding customer relations skills.  This role will partner with Investment Officers as a liaison between clients and colleagues to maintain accounts, contact lists, client files and records.  Other responsibilities include reviewing financial reports and correspondence, coordinating tax and account mailings, and participating in Client Relations meetings.  Candidates must have administrative/client contact experience, proficiency in Microsoft Office and strong organizational and communication skills.  A college degree and background in trust administration, financial services, or wealth management is preferred.  This opportunity will start as a remote position and eventually move to a hybrid one.  The firm offers great benefits and promotes diversity and inclusiveness.  Apply today!!!

Job Code:  16314

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.

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