Private Client Relationship Advisor - Boston, MA

Our client, an investment firm in Boston, MA, is currently seeking a Client Advisor to join their team. The incumbent will be client facing and will be responsible for client service-related activity, but not responsible for sales goals.

Responsibilities

• Collaborate with client’s internal and external advisors


• Responsible for client onboarding, transactions, recurring events


• Provide excellent communication to client and internal/external advisors


• Provide detailed financial reports to the client


• Resolve day to day client issues

Qualifications

• Bachelor’s degree is required


• Must have ten years of experience in the investment management or financial services industry


• Must have basic accounting experience


• Strong knowledge of trusts and estates


• Excellent client service skills


• Outstanding communication skills


• CFP or CTFA is a plus