Finance Associate - Client Services

Finance Associate - Client Services

08 Feb 2019

Finance Associate - Client Services

Vacancy expired!

We are looking for an energetic and personable Finance Associate focused on Client Services for a large investment bank here in downtown Boston. This is an exciting and fast paced work environment and would be great for someone looking to jump start their career. Our client will support you in pursuing your Series 7 and 63 and offers other tuition reimbursement.


• Interface with external clients, anticipate their needs, solve their problems, and follow through to provide exceptional service

• Service relationships with Financial Advisors

• Coordinate with the operations function and perform administrative duties

• Help with new client onboarding

• Support firm initiatives

• Maintain regulatory knowledge

Other Requirements:

• 1-3 years of experience

• Client service oriented

• Team player

• Able to manage time efficiently and can multi-task

• Excellent written and verbal communication skills

• Independent, motivated, proactive

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