Client Service Associate, Senior 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 Service Associate, Senior to provide assistance to the Client Advisory team.
Salary/Hourly Rate:
$100,000 – $115,000+ Depending on Experience plus Bonus
Position Overview:
The Client Service Associate, Senior 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 Service Associate, Senior:
- 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 Service Associate, Senior:
- 4 to 10 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
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: 152820
