Associate, Client Service & Marketing

Associate, Client Service & Marketing opening located at a wealth management firm in Boston

Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.

Im writing to inform you that one of my client companies, a wealth management firm in Boston, is seeking an Associate, Client Service & Marketing. This is an impactful role located at a firm which offers a dynamic, collaborative corporate culture that involves performing an array of duties in support of an institutional and private wealth client base. These duties include gathering content to address portfolio/ product inquiries received from current and prospective clients, maintaining the firms database and investor pipelines, utilizing firm content to create customized product pitches to a targeted client segment, and the like. This role will enable the selected individual to collaborate with multiple firm departments during the execution of duties.

With that being said, this position is a FANTASTIC opportunity for a candidate who offers 2-6 years of similar experience working at a financial services firm

Compensation includes a base salary in the $78K- $90K range, depending on experience, plus bonus and a full suite of benefits

If you are qualified and interested in pursuing this role, please send your updated resume to

Adam Cordeiro

Senior Recruiter

Fanning, a division of Masis Staffing Solutions, LLC