Client Associate

Boston, MA 02116

Posted: 01/30/2019 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 82951

A leading private wealth management firm in Boston, MA is seeking a Client Associate to join their team. In this role you will report to the Portfolio Strategist and be responsible for overseeing many administrative, accounting and client service functions for multiple accounts. Apply today!  

Responsibilities for the Client Associate:
  • Maintain portfolio accounting system (Black Diamond) for a group of clients and reconcile account transactions with custodian’ s records
  • Prepare client reports including quarterly billing reports, asset performance reports, client meeting documents and any specialized reports requested by clients
  • Share in operational functions including trade reconciliation/resolution, opening new accounts, tax season reporting and ongoing issue resolution with custodian
  • Work closely with portfolio strategists to attend to specific client requests
  • Communicate well with clients and/or their professional advisers such as accountants and attorneys via phone, email and written correspondence
  • Assist with marketing and presentations to prospects and on-boarding of new client relationships

Requirements for the Client Associate:
  • Bachelor’ s Degree or higher
  • 0-3 years of experience in financial services industry a plus
  • Proficient in PowerPoint, Word, Excel, and Outlook
  • Ability to handle sensitive and confidential information with discretion
  • Project work with dependable progress reporting and follow-up a must               
  • Experience with Junxure or equivalent CRM, a plus
  • Knowledge of Portfolio Accounting software applications
  • 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
  • Must be eligible to work in the U.S. without sponsorship                     
#TMJ #Indeed2016

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