Client Service Associate
: Job Details :

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 paperwork

Process client tax payments and the tax document lifecycle process

Manage RMD process and payments

Process capital calls and redemptions, as well as track distributions

Assist with client meeting materials

Update CRM data

Assist clients in completing firm and custodian paperwork, as neededPosition Qualifications:

Bachelor's Degree

3+ years of related experience

Knowledge of investment and financial planning concepts

Understanding of capital markets

Strong written and verbal communication skills

Strong analytical and problem-solving skillsRequired Years of Experience: 2Additional Info: #J-18808-Ljbffr