Client Manager at Atrium

Boston, MA

About the Job

Our client is a wealth management firm serves single family offices, and foundations and endowments. They are seeking a Client Manager to provide assistance to the Client Advisory team.

Salary/Hourly Rate:

$100,000 – $115,000+ Depending on Experience plus Bonus

Position Overview:

The Client Manager provide assist in all manners of client service, daily operations, and ad hoc projects. This Client Manager role is responsible for the overall coordination, implementation, and completion of a variety of disparate services on behalf of the client.

Responsibilities of the Client Manager:

Review letters of instruction, account applications, manager agreements and fund subscription documents
Organize supporting documentation
Prepare materials for client meetings including PowerPoint decks
Oversee quarterly reporting process and write customized client letters
Act as information provider to accountants, banks, investment managers and other professionals
Develop and understand the individual goals and expectations of the team
Work independently on client related-concerns

Qualifications for the Client Manager:

4 to 7+ years of financial management industry experience is required
Strong analytical, quantitative, problem-solving & client service skills
Detail-oriented and understanding of time-sensitive issues
Solid PC and Microsoft Office suite skills, particularly Excel
Comfortable speaking with clients
Strong understanding of money movement, account openings, trades within accounts, and basic daily operations
Direct client experience a must
Strong understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred

Education Requirements:

Bachelor’s degree in related field (Business, Finance, Accounting, Economics) is required
CFP or CFA is also preferred

Benefits:

Comprehensive medical as well as dental and vision coverage
Flexible spending
Flexible PTO
Employee life insurance
401(k) plan and more

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy.

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO

Position ID: 152622