Join to apply for the Client Service Associate role at Landing Point Join to apply for the Client Service Associate role at Landing Point Company Overview: A fast-growing wealth management firm with over $4.5 billion in assets under management is seeking to add a Client Service Associate to their team. This role is based in Boston and offers a hybrid work opportunity, focusing on providing high-quality client service to high-net-worth clients. Company Overview: A fast-growing wealth management firm with over $4.5 billion in assets under management is seeking to add a Client Service Associate to their team. This role is based in Boston and offers a hybrid work opportunity, focusing on providing high-quality client service to high-net-worth clients. Job Responsibilities: Serve as the primary onboarding specialist for new wealth management clients, including managed accounts, private equity, and charitable accounts. Administer recurring and one-time requests for cashiering transactions such as wires, checks, EFTs, and capital calls. Coordinate with the operations group on data reporting and facilitate account updates and maintenance requests. Maintain the client relationship management system, Practifi, with current client information. Interact with custodial partners, Fidelity and Schwab, to facilitate client requests. Assist with assorted projects within the wealth management group as needed. Qualifications: Familiarity with MS Word, Excel, and PowerPoint. Comfortable learning, maintaining, and assisting with software systems. Previous experience with investment custodians, customer relationship management systems, and portfolio reporting systems is a plus. Compensation: Salary: $65,000 – $75,000, Plus Bonus The post Client Service Associate appeared first on Landing Point. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Other Industries Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for “Client Services Associate” roles. Call Center Guest Service Attendant Encore Boston Harbor Guest Services Representative (Mon - Fri, 10 a.m. - 6 p.m.) Overnight Guest Service Agent- Part-Time Guild - Head Staff Assistant Grade 28 (SY25-26) Guest Service Agent - Boston Harbor City Cruises Embassy Suites Boston at Logan Airport - Front Desk Agent Guest Services Staff - Bowery Presents MA | The Sinclair, Royale, Roadrunner,The Sinclair, Royale, Roadrunner, Suffolk Downs We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Landing Point
...Job Description Job Description Job Title Dump Truck Driver Company Metro Full Time or part time status Full time 8 am to 5 pm Monday through Friday Company Overview At JES Holdings, our company's mission is to develop, build, and manage quality affordable...
...WCS Healthcare Partners is seeking a travel nurse RN PACU - Post Anesthesia Care for a travel nursing job in Albany, New York.Job Description & Requirements ~ Specialty: PACU - Post Anesthesia Care ~ Discipline: RN ~ Duration: 13 weeks ~36 hours per week ~...
...lists the types of 10-point preference and the required supporting documents, is available from the Office of Personnel Management (OPM) website at Not all veterans are preference eligible. For a summary of time periods, campaigns, and conditions that entitle an applicant...
...communication skills, problem solving and critical thinking, and attention to detail and observation to be an on-site Full Time Public Safety Officer . About Us: At Thomas More University, we are committed to providing a Catholic education that goes beyond academics,...
Join to apply for the Proctor role at Touro UniversityWork alongside course faculty to proctor in-person examinations in classrooms and/or auditoriums and proctor 1-1 or small groups of students receiving disability-related accommodations.ResponsibilitiesWork alongside...