Associate, Client Service & Marketing

Associate, Client Service & Marketing opening located at a wealth management firm in BostonIm 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 firmCompensation includes a base salary in the $78K- $90K range, depending on experience, plus bonus and a full suite of benefitsIf you are qualified and interested in pursuing this role, please send your updated resume to adamc@fanning-boston.comAdam CordeiroSenior RecruiterFanning, a division of Masis Staffing Solutions, LLC