Private Wealth Associate

Boston, MA 02109

Posted: 08/28/2019 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 79582

A private wealth management company in Boston, MA is seeking a Private Wealth Associate to join their team. As the Private Wealth Associate, you will work in a client facing role with a team of Financial Advisors. This is an exciting opportunity to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, trust and estate planning, etc. Apply today!

Responsibilities for the Private Wealth Associate:
  • Partner with Financial Advisors to build their business and provide service and support functions
  • Partner with team members to accomplish a common goal of providing exceptional service
  • Interact with clients to support all aspects of their servicing needs related to the management of their relationship
  • Interact and network with senior professionals throughout the firm to fuel career success
Requirements for the Private Wealth Associate:
  • Bachelor’ s Degree in business, finance or economics
  • 2 years of industry experience or relevant internships
  • Proficiency in Word and Excel
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                      

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