Client Associate

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Client Associate

Boston, Massachusetts

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Direct (Permanent) Full Time

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$ 55,000 - $ 75,000 per year

Boston, Massachusetts

Direct (Permanent) Full Time

$ 55,000 - $ 75,000 per year

July 26, 2022

|

Job ID: AP1299689BOS_1658840171

July 26, 2022

Job ID: AP1299689BOS_1658840171

Job Summary

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Client Associate to 75K!

Our client, a private wealth management firm, is seeking a Client Associate to join their client relations team! This position is critical in maintaining long-standing relationships with clients, acting as liaison between clients, colleagues and other key individuals, developing and nurturing meaningful client relationship, and assisting with administrative responsibilities such as coordinating internal and external correspondence, reviewing daily cash balance and transaction reports, accurately collecting account and client information, and more. The ideal candidate will have a background in trust administration, as well as significant financial services and client support experience. Strong organizational skills, project management skills, and the ability to maintain a high level of client and employee confidentiality is a must! This is a fantastic client facing role with comprehensive benefits offered!

AP1299689BOS_1658840171

Apply Now

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™